Success through long-term
You have access to the full range of competencies our team offers to help you develop and pursue your investment strategy. All our staff follow a structured investment process of analysis, concept, implementation and reporting, all within the framework of stringent risk management. The result? Consistent long-term performance.
We define the asset category with the right balance of risk and yield to best suit the client's investment profile, always taking laws, regulations and the investor's own restrictions into consideration.
We draft a detailed optimization plan and develop strategic allocation guidelines that take various risk factors into account, including volatility, value at risk and lower partial moments.
Our portfolio managers put the investment strategy into action within the framework of the customer's requirements. And they support one another by maintaining an open exchange of detailed information on the various asset categories.
Through independent monitoring and detailed risk reports, we keep our clients informed on all results of our asset management team's services.