Private Banking and Family Office > Asset Management
Aforge Finance's service-offering is centred around five principles :
A customised approach
The client’s overall strategy governs the choice of assets, investment amounts, return targets, acceptable risk and financing.
A wide range of products and services
Aforge offers a broad selection of investment solutions in financial markets, private equity, insurance and real estate, and through acquisitions of corporate shareholdings.
Neutrality in investment selection
Aforge is independent of any group, thereby allowing it to offer completely impartial advice.
A carefully-structured investment process
- Clients’ individual needs are Aforge’s first consideration,
- Each client’s investment objectives are set out clearly in writing,
- Investment opportunities are selected through rigorous screening and research by Aforge’s experienced management team .
Continuous asset allocation
Markets, legislation and, most importantly, the client’s personal situation are under constant scrutiny, allowing a thorough approach to portfolio allocation
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