Sophisticated Investment Planning
Tailoring and implementing your strategy
In managing portfolios, we tailor each account to the client’s particular financial goals, risk-tolerance levels and other special situations. However, in each case, our solid investment decisions are based on fundamental research and our objective is maximizing long-term return at a controlled risk level. Regardless of the size of their account, each client receives the best treatment we have to offer.
Our wealth optimization process is based on the following steps:
Developing your investment policy
Our advisory process starts with an open dialogue about your short and long-term financial goals, in light of your general wealth. A this stage, we will comprehend your preferences in terms of expectations, performance and risk.
Determining your strategic allocation
Our wealth managers will then develop a portfolio model with the asset allocation that meets your needs and preferences. We will then run the model to include expected return, risk and probability of satisfying your goals and preferences.
Implementing your allocation model
The next step in the investment process consists in presenting you with different tested models explaining expected performance and risk and deciding on how to best allocate your assets. Your portfolio will then be invested into the relevant asset classes.
Adjusting risk and return parameters
We continuously monitor your portfolio’s performance. Responding swiftly to market changes, we make the necessary adjustments to rebalance your portfolio according to your best interest.
Keeping you informed
In addition to your ongoing contacts with your financial advisor, we send you periodic reports detailing your entire portfolio performance.
“Our objective is to add value to our clients through top-notch investment performance, innovative products and superior client service.”
Estate Planning and Trust Services
Estate planning and trust services play an essential role in helping families pass along their values and wealth from one generation to the next. Individuals who have accumulated a substantial fortune often seek solutions designed to protect and grow their wealth and earn additional income from the buildup.
Our range of estate planning and trust services includes:
- Identifying the client's needs
- Ensuring the practical implementation of estate plans
- Setting up and managing foreign trusts and foundations as well as offshore companies
- Minimizing estate duty and administration costs
- Ensuring continuity in the management of the client’s assets