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:
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Assessing the overall economic situation and the performance and prospects of individual sectors and companies
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Use of technical analysis tools and models
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Selection of suitable instruments
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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.