DISCRETIONARY PORTFOLIO MANAGEMENT

YOUR PORTFOLIO.
MANAGED BY OUR EXPERTS.

D

YOUR OWN BESPOKE PORTFOLIO

You are unique.
So is your porfolio.

From our Swiss private banking heritage, we know that a cookie-cutter approach does not work.

As a client-centric firm, we do not believe in standardized off-the-shelf products. On the contrary, we take pride in managing each account individually.

Because the portfolio that is right for you is the one that fits your specific situation.

INVESTMENT PROFILES

Our portfolios are based on 5 investment profiles,
adjusted to fit your specific needs.

1. CASH MANAGEMENT

Objective: Capital preservation
Risk level: Very low
Financial instruments used: Money Market, Bonds

2. INCOME
Objective: Income generation
Risk level: Low
Financial instruments used: Money Market, Bonds, Equities or similar,
Alternative investments, Commodities
3. BALANCED

Objective: Income generation and capital growth
Risk level: Moderate
Financial instruments used: Money Market, Bonds, Equities or similar, Alternative investments, Commodities

4. CAPITAL GROWTH

Objective: Capital growth
Risk level: Medium
Financial instruments used: Money Market, Bonds, Equities or similar, Alternative investments, Commodities

5. EQUITY
Objective: Strong capital growth
Risk level: High
Financial instruments used: Money Market, Bonds, Equities or similar,
Alternative investments, Commodities
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