A personalised relationship
A close relationship between the client and the portfolio manager is essential in the very specialised field of wealth management. What we regard as our most fundamental tradition consists specifically on establishing a climate of trust and discretion: our highly professional and motivated staff are the surest guarantee of this.
Such an atmosphere is conducive to our main vocation: dedicating our expertise to the management of private wealth.
A personalised management
In a rapidly changing economic world, with the globalisation and the volatility of the capital markets and the constant development of new financial instruments, it has become impossible for most people engaged in an active professional life to personally manage in an effective way their own investments.
From the very beginning, our Bank has devoted itself to the management of private wealth. Without excluding other banking services, we have concentrated the majority of our resources to the administration of the portfolios of a discerning clientele.
For us, truly, every client is unique. Reference currency, risk acceptance level, family and professional situation, tax position: these are among the key factors which determine the structure of a portfolio.
The investment policy
An network of world class correspondents keep us in touch with the international financial centres, big and small. We can thus identify the most attractive investment opportunities and are well placed to predict the trends of the markets.
Striving for the best performance in portfolio management means, first, to protect the substance of the wealth that has been entrusted to us.
In fact, the best managers emerge during the most difficult times in the markets, not from the euphoric times.
The performance
Our philosophy is the diversification of investments and the spread of risk. These are our fundamental tenets. However, this basic conservatism has not adversely impacted our performance, quite the opposite: the first dimension of performance is to maintain the integrity of the assets over time. This was always true, but sounds more convincing since a few years. Second aspect is to grow wealth, again over time. This means different things to different people, but one key feature of performance is the suitability of any strategy to the circumstances and preferences of the client.
Our Recommended Investment Grids and our Mutual Funds' performances display and prove our expertise on these themes.
To know more about our Portfolio Management Service go to the "" section
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