INVESTMENT MANAGEMENT ADVISORY

We support clients in

EMPIRICAL ANALYSIS
by integrating both
quantitative and qualitative considerations


CONSTRUCTION AND MANAGEMENT of the investment strategy


COORDINATION
of the relationships with
banks and trust companies, fulfilment of administrative duties and CONSOLIDATED REPORTING
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  • Risk profile analysis
  • Calculation of a achievable expected return
  • Correlation of the
    liquid asset with
    the other components
    of the family wealth
  • Strategic or tactical
    asset allocation
  • Investment analysis, selection and recommendation
  • Strategic management
    and thorough monitoring
    of the execution
    of purchases / sales
    on the market
  • Steady and critical dialogue with bank officers
  • Independent analysis
    of investment proposals by third parties
  • Consolidation of existing positions in a reader friendly format
  • Re-negotiation of fees
    and annual investments administration costs

 

 

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