As a first step, we obtain and document all the information we can about our client, their knowledge, expectations, restrictions, preferences, time horizon and their vision regarding risk.
We use all the collected information to establish the most appropriate Investment Policy for the client’s profile. The Investment Policy will allow us to put forward the best strategy adjusted to the needs and constraints of our client.
Our Investment Committee is the source of our recommendations. The Committee is responsible for establishing our investment universe of financial assets as well as for providing a tactical view of the financial markets. It is this tactical view that dictates the recommended application of the investment universe taking into consideration the clients chosen investment strategy and restrictions. We work closely with banks, fund managers and financial market analysts in order to source additional information which allow us to contrast and enrich our own market views.
Communication is the basis of any lasting relationship, therefore, we encourage ongoing dialogue with our clients to review and adapt investment strategies on a regular basis.
We have a loyal customer base that see us as their trusted advisor. Most of them have banking relationships with different financial institutions and require periodic consolidated reporting and monitoring. It is for this reason that we offer our clients a consolidated financial report service which contains asset positions, global exposure to risk, global performance figures and their comparison to one or more benchmark indices.