Profiling
We take the time to thoroughly discuss the aspirations, expectations and the ability to take risks. A successful profiling enables us to provide the appropriate investment solution.


Strategic Asset Allocation
Based on the thoroughly profiling we develop the appropriate long term strategy. It defines the mix between the main asset classes (bonds, stocks and alternative investments) and the currency allocation that will create an optimal balance between risk and return for a given time horizon.


Tactical Asset Allocation
Based on our market view we implement tactical changes in the Strategic Asset Allocation to adjust for short term market developments.


Portfolio Implementation
We implement the selected strategy by choosing transparent and cost efficient products and by putting particular emphasis on the distinction between market risk versus manager risk.


Portfolio Reporting
Investment Management does not end after investments have been made. We meet in regular intervals and review results in relation to the set goals.


Strategic review
Changes in the personal or professional life might require a change in the long term direction of the investments. We will assist in adapting the investment strategy to the new circumstances.