Discretionnary Portfolio Management
Our mandate begins by helping each client define their investment and growth objectives, risk tolerance, investment preferences, liquidity requirements and mutually agreed time horizons. We make use of both quantitative and judgmental factors to design a client-specific Strategic Asset and Currency Allocation set of rules. We always suggest the simplest and the most cost-effective solution for implementation.
We have a quantitative and qualitative approach.
We analyze liquidity factor to provide necessary access to funds.
We select investment products across all asset classes.
We develop a strategic and tactical approach.