Asset Allocation Policy

To define the appropriate asset allocation policy, the circumstances, experience and aspirations of each client are taken into account. The currency of reference, the degree of risk acceptance, the time horizon and fiscal status are among the key factors that will help us to suggest the most appropriate solution for each client.

We operate in all international financial centers, large or small. We strive to identify the most interesting investment opportunities and to anticipate market trends.
To manage and control the risk is at the core of our approach. We strive to identify its different forms, avoid those that can or should be, and ensure that the others are fairly remunerated.

The first component of performance is to maintain the integrity of the assets over time.

The second is to achieve results that are in keeping with the investment strategy chosen by the client. An increase of the assets earned at the cost of permanent worries for the client will not be seen as a satisfactory performance, no matter what the numbers say.