Portfolio management

Discretionary portfolio management
One of the essential aspects of discretionary portfolio management for private clients consists of understanding and defining with great precision each client’s objectives, values, investment horizon and risk tolerance. The philosophy and traditions underpinning this type of service are fully expressed through our discretionary portfolio management accounts.

In order to meet the specific needs of our clients, we offer several investment profiles in the primary reference currencies and custom-made solutions.

Quantitative mandates
We offer a quantitative management system that continuously monitors the volatility and effectiveness of your portfolio.

Our management system is a quantitative model developed by a dedicated team of mathematicians, computer programmers and economists. Risk analysis provides the basis for this model, aimed at optimising the creation and continuous surveillance of related portfolios. By selecting the asset classes and investment funds best suited to your purposes, we keep your portfolio within the frontier of efficiency in accordance with a precise degree of volatility you have determined as acceptable. A proactive monitoring system enables asset allocation structures to be adjusted at any time to changing market conditions.