By using our Discretionary Management solution, clients pass the burden of day-to-day investment, operational and administrative responsibilities, while having the confidence that their assets are managed in line with their risk profile and return objectives.

Our discretionary mandate is founded on a well articulated strategy, centered around two principles:

• Dynamic & Diversified Asset Allocation
  The core driver of your portfolio’s performance returns is driven by a customized investment strategy punctuated by dynamic Asset Allocation that is set and overseen by the Investment Committee.

• Active Investing & Risk Management 
  Central to our investment discipline, is our ability to increase and reduce risk, characterized by dynamic rebalancing and allocation limits for each asset class, with the intention to optimize long-term volatility and returns.

Our advisory relationship starts with understanding our client’s investment goals and objectives and considers the level of risk they’d be comfortable with. Everyone’s investment needs are different, our clients decide the level of engagement they require from our team, and we’ll support them in making informed decisions.

We regularly and consistently rebalance and reassess our views on each asset class, which allows our clients to optimize their portfolio exposure and take advantage of our investment team’s knowledge and insights.

Proactive & Bespoke Advisory

• We keep a constant eye on the financial markets, alerting clients on opportunities and how to integrate them into their portfolio.
• We help our clients draw up a strategy covering all asset classes that is centered around their objectives and constraints.

Access to our Infrastructure

• Detailed portfolio analytics (benchmarking, optimization of allocation and risk/returns, stress-testing and options valuations)
• Valuable insights and analysis from our in-house research team as well as sell-side Research and CIOs.
• Access our Alternative Investments offerings, i.e. Club Deals and Alternative strategies.

Monitoring and Reporting are an integral part of our wealth management practice. Our teams provide clients with regular and ad-hoc personalized reports of portfolios’ performances and allocation. 

• This consists in the preparation of reports consolidating all clients’ assets including non-bankable assets into a single customized report.
• This report allows our clients to have a clear and simple view of their entire wealth.
• As part of the consolidation service, we can offer our clients advice on their entire investment portfolio and risk exposure. We also advise on single deals and opportunities being in the public or private markets as well as Real Estate.
• The consolidation service is a powerful tool at our clients’ disposal. It allows us to create close ties with our clients and become their single point of contact when it comes to managing their wealth .

Wealthy families face unique challenges regarding the ownership and management of their assets as they wish to protect them for the long-term. You do not choose your family and its heritage, but you can shape its future with your actions. We can help you create and implement the right family governance framework for your needs and goals as a family to ensure good communication, sound decision-making and smooth generational transitions.