Discretionary asset management

Through intensive discussion with each client, we define their management objectives, sensitivity to risk, time horizon, and any specific tax, legal or other considerations. From this foundation we establish an investment proposal that each client may choose to refine personally based on their realistic expectations.

We are then responsible for daily management of these portfolios under the best possible conditions. We communicate regularly and transparently, according to a predefined schedule, with regard to the performance and composition of the portfolio. In addition, most of our custodial bankers offer direct internet access to our clientele.

Whenever necessary, we adapt the investment strategy to respond to possible new elements.

Our exceptional reputation is based on our highly personalized service, the ease of contact with our account managers, and the access we provide to a broad and liquid universe of carefully selected financial instruments.