INVESTMENT FOCUS

Achieve long-term growth on the invested capital through a diversified and actively managed portfolio. By means of a dynamic asset allocation structural changes (demographics, interest rate environment, changing role of economies and technologies, currency shifts, super-cycles, etc.) are to be exploited in an optimal way.

"If one does not know

to which port one is sailing,

no wind is favourable."

Seneca

INVESTMENT STRATEGY

 

Jointly with our customer we assess their needs and develop the appropriate risk/return profil. 

 

Our client centric analysis of needs and preferences is based  on their financial capacity and risk appetite, goals (e.g wealth growth/accumulation, capital preservation, family or retirement provision), and personal priorities like markets, products, industries etc.

"Take care to get what you like

or you will be forced

to like what you get"

George Bernard Shaw

INVESTMENT POLICY

 

To achieve the goals agreed with our clients the Investment Committee (IC) takes the following measures to ensure an efficient and effective management of your assets:

  • Assessing the overall economic situation and the performance and prospects of individual sectors and companies

  • Use of technical analysis tools and models

  • Selection of suitable instruments

  • Defining timing and duration of the investment

INVESTMENT PROCESS

FUNDAMENTAL ANALYSIS

SELECTION CRITERIA

RULE BASED ASSET ALLOCATION

 

...learn more in a one-to-one appointment.

Tailor made for you 

Discretionary asset management mandate

Life insurance enhancement

Philanthropy

project