An institutional and analytical process to help you navigate complex financial markets.
Initial asset and portfolio analysis
A preliminary analysis of your portfolio allocation and existing investments will raise awareness and determine your exposure to the different asset classes, so as to identify the themes that need to be enhanced.
Definition of a customised asset allocation model
Based on your risk/return imperatives, a specific strategic allocation adapted to your wealth planning needs is defined, taking into account your time horizon, liquidity requirements, etc.
Adapted portfolio construction
Considering the market environment, as per the investments that our analysts and managers submit to an investment committee, with our recommendations a personalised portfolio is built to meet your expectations.
Monitoring and reporting
Periodically, we monitor the advisory portfolio or the consolidated portfolio entrusted to us.
Using institutional management tools developed over decades of experience, we analyse the overall asset allocation, performance and specific market or concentration risk.