Our goal is to identify the assets that need to be mobilised to ensure that your financial independence lasts and to evaluate how much can be dedicated to other purposes. We will also assess your tolerance to risk in order to set up a strategic asset allocation able to meet your needs in the short and long terms.
PlanningWe begin by drawing up a clear and exhaustive definition of what you want to achieve over your lifetime. On this foundation we create a financial plan, which lays out a well-defined strategic asset allocation and draws up a financial road-map. This plan will be based on conservative growth assumptions and a realistic assessment of your income and expenditure.
ImplementationImplementing your financial plan will depend on how much you wish to be involved in the investment process. If you prefer to delegate this role to us, we will select investments from the full range of asset classes, countries and regions to create your portfolio.
In any case, whether you delegate the implementation to us or manage your own investments, you will have access to our first class execution services and the expertise of our most senior managers and analysts.
ControlAfter the implementation of your financial plan, we will carefully monitor your portfolio on a regular basis. You may specify the frequency and detail with which you want to receive reports, so you can be certain that your investments continue to meet your requirements. Finally, we will review with you your circumstances and your investments each year.
