1 - Risk profile definition
The expected return must be coherent with your risk sensitivity.
2 - Strategic asset allocation
Together, we determine the portfolio that will allow you to benefit from the best long-term performance according to the risk taken.
3 - Tactical asset allocation
We constantly monitor markets in order to exploit short and medium term opportunities.
4 - Portfolio construction
We select the most appropriate investment for your risk profile (equities, bonds, funds, currencies, structured products, etc...).
5 - Portfolio management
We make quick investment decisions to benefit from the best prices on the market. Your portfolio is continuously monitored using quantitative instruments as well as qualitative analyses done by your manager.
6 - Risk control
From order entry to daily positions monitoring, our advanced tools allow us to verify that your risk profile is respected.