We manage portfolios on a discretionary basis within a strategy agreed with the client, or advise clients who prefer to take their own investment decisions.

 

The starting point is always the same: the client's objectives, time horizon and tolerance for risk, set out in a written mandate.

 

From there, the work is one of discipline. Portfolios are diversified across asset classes, sectors and regions, monitored continuously, and rebalanced to the agreed strategy whenever markets move them away from it. We apply the standards we learned over more than twenty years at leading Swiss and international banks.

 

 

Your assets are held in your name at a custody bank of your choosing, not by us. We work with established Swiss and international custodians, and in most cases a mandate can be run at the bank where you already hold a relationship.

Investing involves risk, including the possible loss of the amount invested. Past performance is no indication of future results. Further information is set out under Regulatory Information.