We actively manage your assets through our dedicated asset management team. Following your risk profile, we develop the best investment strategy following these principles:
Portfolios
Portfolio construction, weighting, and diversification (asset class, currencies, risk profile).
Strategic allocation
Identification of the investment universe. Selection of appropriate investment vehicles.
Tactical allocations
Sector positioning adapted to the economic environment.
Choice of securities
Bond selection is based on quality and liquidity.
Selection of equities and funds on specific themes.
Supervision
A permanent control of positions and allocation.
Management report
Personalized statement and management report (weekly, monthly, or quarterly).
Possibility to consolidate assets from several custodians.