
Investment Philosophy
Risk comes first
We believe that a portfolio's return is only judged by its risk and whether an investment is suitable for the investor's profile
Prudent approach in advising and managing portfolios
Whatever the investment objective, from wealth preservation to income generation or capital appreciation
Focus on absolute returns
Primary objective is to protect client's wealth
Strategic Asset Allocation
Is what effectively drives returns. We listen, a lot, in order to define your Investment Objectives
Top-down approach
Considering macroeconomic and geopolitical factors
Portfolio Construction
No constraints! Open architecture, best-in-class manager selection, direct investments in Bonds and Equities, ETFs, Structured
Products, Hedge Funds, Private Equity, Commodities
Proactive advisor and manager
Not bystanders to volatility. Flexibility in implementing tactical decisions to protect your assets