Portfolio Investment Structuring and Supervision
Our investment consulting services offer you a global perspective, allowing you to make informed wealth management decisions. They include:
- A review of your investment objectives
- Establishing your strategic asset allocation (long-term planning)
- Portfolio management as a function of retirement planning
- Structuring tax-efficient investment portfolios (tax optimization)
- Preparation of an investment policy statement
- Establishing your tactical asset allocation (short-term positioning)
- Optimal selection of portfolio managers (local and global)
- Clear and consolidated investment management reports
- Regular reviews and follow-ups
- Competitive and transparent fee structure
We offer you professional advice and independent research, and our emphasis is on protecting your capital. We will provide you with clear recommendations on different strategies and ways of implementing them. All solutions will be designed according to your individual needs. The fee structure will always be transparent.
