Private Wealth Management
& bespoke approach
Our Private Wealth Management team gives you access to three areas of expertise: discretionary management, advisory, investment advice and tailored analysis, reporting and optimisation of assets.
Consolidation and reporting
Gain a greater clarity of your finances and financial situation with our tailored, multi-asset class portfolio reporting which enables the consolidation of portfolio data uploaded from multiple custodians (private banks, global custodians and prime brokers).
How we work
Our approach to risk combines an investment policy that takes into account strict restrictions in terms of weighting per investment, but also an optimisation system (optimizer) for asset classes based on their risk analysis in relation to expected return (risk/return analysis).
The Company does not receive any retrocessions on funds and we work on constantly aligning with our clients’ objectives. The Company may be required to create structured products for a specific customer, in which case structuring fees are charged transparently.
Fees & pricing structure
Our systems allow us to monitor market sensitivities (beta), as well as extreme deviations and risk contributions. Deviations in asset classes, sectors and currencies are also monitored periodically.