To growth, protect and secure client’s wealth for them and future generations
The investment process starts with the clarification of a client’s investment objectives, preferences, attitude to risk and time horizon.
We assess together a “Risk Budget” . This is the maximum drawdown a client is ready to accept over a prede-fined period of time (time horizon).
We then define the “Time to breakeven”. This is the maximum period of time a client is ready to wait for his investments to recuperate the maximum drawdown should it be totally consumed.
With these elements in hand, an investment profile will be elaborated and a corresponding asset allocation defined.
As priorities may change, close contact will be maintained, both formally through regular reporting and informally, to ensure that portfolios always take account of personal circumstances.