For us, portfolio management is entirely about risk management.
We follow a 3-step approach:
- We collect the clients objectives and preferences.
- We analyse the clients existing portfolio and design an individualised investment strategy tailored to the clients risk profile.
- We optimise, steer and monitor the client's portfolio.
Our ideal portfolio is clean, clear, and understandable at first sight. The positions are liquid and well diversified; their economic purpose can be justified at all times.
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