A Systematic Approach to Success
Our process
1. CUSTOMER ANALYSIS
Clarification of investment needs
Clarification of knowledge & experience
Identification of risk tolerance
Identification of risk capacity
Definition of investment strategy
Definition of service model
2. PORTFOLIO CONSTRUCTION
Fundamental analysis
Technical analysis
Selection of securities
Advice on portfolio construction
3. PERFORMANCE MONITORING
Ongoing portfolio monitoring
Advice on portfolio adjustments
Periodic reporting to customer
Conservative Structure
In a conservative strategy, the composition of your investments could be as follows:
Balanced Structure
In a balanced strategy, the composition of your investments could be as follows:
Risky Structure
In a risky strategy, the composition of your investments could be as follows:
Our Advisory Universe
Equities
Europe
America
Asia/Pacific
Emerging Markets
Bonds
Corporate Bonds
Government Bonds
Emerging Market Bonds
High Yield Bonds
Inflation Protected Bonds
Convertible Bond
Money Market
Forex
Fiduciary Investments
Commodities
Precious Metals
Raw Materials
Agricultural Products
Real Estate
Mortgage
Investment Properties
Further Investments
Options, Forwards
Structured Products
Club Deals
Start-ups