Our objective is to provide our clients with a solution that is adaptable to their specific needs, in terms of expected returns, risk tolerance, future liquidity requirements, potential tax and legal restrictions. We select a risk profile that best suits our clients’ specific objectives.

Through a rigorous investment process, our investment committee then decides on an asset allocation that takes into account variables such as the liquidity of the investment vehicles, the diversification in terms of regions, sectors and currencies. Combined with a rigorous macroeconomic and graphic analysis, we then create a portfolio that will achieve the best performance at a given volatility.

We select the investment vehicle from among the world’s leading banks and financial institutions, offering a true open architecture platform to our clients.

We use the resources of research teams to monitor and select from the universe of funds. Combined with a unique portfolio management and risk analysis tool, we are able to provide superior risk-adjusted returns to our clients.