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Investment Advisory
We have developed an investment advice service built around the needs of our clients, serving private, HNW and corporate clients. A distinctive element of our offer is our innovative pricing policy. We offer tranparent, institutional-style pricing, designed to align interests and keep total costs competitive in comparison to typical retail pricing, thus, enabling us to significantly improve profit margins by up to 10% on the bottom line.
We aim to deliver competitive, risk-adjusted returns, through a disciplined advisory process.. We operate primarily on a fee-based model (management/advisory fees), aligning our incentives with client outcomes.
Our approach to investing is based on a risk-based diversification strategy. We offer guidance across three indicative risk profiles – Conservative, Moderate, and Aggressive. and tailor recommendations to each client's objectives and constraints.
To provide advice that is suitable for each client, we collect relevant financial information, assess investment objectives, consider investment knowledge and experience, and evaluate the investor profile. Additionally, we use a MiFID II suitability assessment to design an appropriate investment plan for our clients.
Our dedication to our client’s satisfaction and success is central to our investment advisory service. We strive to deliver advice tailored to each client's financial situation and risk appetite.
Main Investment Strategy
We provide independent, fee-based Investment Advisory to U/HNW clients. Client assets remain in custody with the regulated depository/custodian of their choice, in selected developed market jurisdictions.
Clients receive personalized portfolio advice, aligned with their individual investment profile, goals, liquidity needs, time horizon and constraints.
Portfolio construction emphasizes diversification, risk budgeting, and capital preservation, aiming for an absolute-return orientation across market cycles (without guaranteeing results). Where appropriate and permitted, we may consider solutions beyond traditional long-only exposures. .
We strongly believe that investment performance must always be based on prudent risk- management: position sizing, predefined exit rules, and systematic review of underperformers. We avoid undisciplined “buy-and-forget” behavior and refrain from market-timing claims.
We advocate the old investment adage of “cut your losses short and let your profits run”, i.e. We follow the discipline of limiting losses and letting winners compound, within a controlled risk framework.
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