18/08/2015

PROCESS

ONE VERSION OF REALITY



We proceed on the basis of a holistic view to run your performance and allocation according to up to 25 different criteria:

Type of mandate
Geographical exposure
Asset class
Currency
Ownership structure
Strategy
Custodian
Domicile

We provide you with evidence, with data, to enable you to focus into investing the right market instead of being pulled into too many directions at the same time.

The analysis and the reports we customize for you on a monthly basis allow you to spend more time on what matters: investment and management.

 

What is driving the performance – What are the implied risks

Risks Fees Taxes Frais Performance Analysis Wealth Financial