Portfolio Management aims at optimizing the risk/reward ratio, independently of the client's investment profile. We consider it to be of primary importance for us to be able to merge and match our client's risk tolerance with the investment opportunities the market has to offer. Our investment philosophy is underpinned by the ability to attain a deep understanding of the investment preferences and financial needs of our clients. It is only when all these factors are taken into consideration that we can draw up the optimal investment proposal, one that will be very personal to the particular client and also flexible in order to accommodate any changes in client or market circumstances.
The Investment Strategy that we follow is enriched by partial exposure to specialized products. Furthermore, through the use and active management of particular debt instruments and equity market indices, we try to reduce the portfolios performance volatility.
When structuring an investment portfolio, some of the factors relating to the client are to be taken into account. Those are the following :
- Time horizon
- Risk tolerance
- Investment Objective - Growth, Capital Gain, Income
- Liquidity needs
- Base Currency.