To take care of the day-to-day management and implementation of your investments, we will work with you to set goals, establish your risk tolerance and discuss future liquidity needs.
Whether you choose a traditional solution or one of our customized options, your assets will be invested in various segments of the capital markets based on their risk/reward profiles and your investment objectives. We will guide you through the different features of each option during your portfolio selection.
We are proud of our history of multi-asset investing which dates back to 1968. Today, our clients are served by over 160 investment professionals globally who oversee more than €52 billion.
Our goal is to continue to achieve solid and sustainable risk-adjusted performance over a longer period of time, with our global network and expertise as your constant support throughout.
What sets us apart?
Close to 30 years of experience in wealth discretionary; our long track record and solid risk-adjusted, long-term performance are all evidence of our success in portfolio management.
A broad offering of standard and tailored discretionary solutions ranging from single- to multi-asset approaches, benchmark to total-return performance aims and special solutions such as ESG (Environmental, Social & Governance)
Sophisticated design and implementation of systematic downside protection solutions (our Risk Return Engineering system) with a proven track record of more than 10 years
Local portfolio managers on the ground who know their market very well and draw on our global expertise; you can get direct access to your portfolio manager locally