be relaxed
Systematic Discretionary Mandates
focused - disciplined - no emotions
Delegateing the wealth management to an investment professional it's a question of trust. The so called "added value" may end in a sobering result. High costs, low performance, lot of products and finally an incomprehensible strategy
Our mandate solution is based on our IO strategy and academic research. Systematic, focused, rule based, with a passive investment style and an active asset allocation. No currency bets, no derivatives, no leverage, only physical investments. Well diversified, easy to understand, easy to follow. Risk allocation based on clients risk profile
- easy to understand
- easy to follow
- easy to invest
Competitive management fee, no performance fee, no trading, no products, no fancy investment ideas, no surprises
Free of emotions and business decisions
Our Solution and Partners
past performance is NO guarantee of future results!