Private clients

Investment process

Using a targeted approach we define your risk profile and return objective. Setting your strategy is crucial as this will generate over 80% of your portfolio's performance.

Based on these indications we determine the most appropriate investment strategy. We then move on to asset allocation and to picking the securities, the countries, the investment themes and finally the currencies that will be incorporated in your portfolio. Meanwhile the strategy will be subject to ongoing risk monitoring to make sure that our choices are not only coherent but also match market conditions.

As part of asset allocation, your portfolio will then be actively, individually managed in line with our anticipation of market trends.

Reports containing summarised, transparent information on the performance of your assets are made available to you by our team, enabling you to keep accurate track of your portfolio.