Wealth management
You can choose between different management approaches in order to find the solution best fitted to your situation. Together, we will define your investment profile which will serve as the blueprint to determine your asset allocation, consistent with your overall wealth and income, your risk appetite and your income requirements.
Consulting :
Discretionary management:
Our team of dedicated investment professionals, with an in-depth experience of financial markets, will provide you with insightful investment advices for you to manage your portfolio.
Our investment professionals will manage your portfolio based on your investment profile, which will have been previously determined with you in consistence with your objectives, constraints and needs.
Conservative :
This strategy aims at preserving the value of the assets over the long term, while generating income. It is suitable for an investor with a moderate tolerance for annual asset volatility. The investment time horizon is relatively short, generally less than three years.
Balanced :
This strategy aims at achieving moderate growth of the value of the assets over the long term, while generating income. It is suitable for an investor with an average tolerance to risk and annual asset volatility. The investment time horizon is medium term, generally between two (or three to be consistent with the conservative profile) and five years.
Growth :
This strategy aims to achieve substantial growth in the value of the assets over the long term. It is suitable for an investor with a high tolerance to risk and annual asset volatility. The investment time horizon is relatively long, generally more than five years.
Recommended mandates according to your risk profile