Investments
Strategic Investments Committee
Analysis of the macro- environment
Financial market assessment
Individual asset class views
Strategic Asset Allocation
Tactical Investments Committee
Tactical positioning within the specified bandwidths
Product selection
Quant-models
Monitoring
Performance Monitoring
Controls
- Transactions
- Risk profile
- Restrictions
- Quality
Regulatory Monitoring
Investments Philosophy
Our independence allows us to make dynamic and competent investment decisions in the exclusive interest of our clients.
Our investment decisions are active and are based on a value-oriented, multi-stage investment process in which top-down and bottom-up insights are given equal consideration.
Supporting insights from our quant models are incorporated into the decision-making process, which enables us to make purely data-based decisions.
We look for investments that trade below their value, have an upward trend and favourable diversification characteristics.
Our decision-making and implementation processes are efficient and short.
Personalization
Your portfolio is designed around you and your personal objective you have for your wealth.
We deliver you a bespoke service and first class investment solutions.
We are sensitive to your changing needs and flexible in how we structure your portfolio.
We are open and transparent about our performance and provide you with regular updates.