Asset allocation - Investment process - Asset Management - Private Banking and Family Office
Asset allocation
This process starts with scrutiny of markets and sectors, using:
Macro and microeconomic analysis
Trade press
Analysis of broker and fund manager reports
Direct contacts with key market players
These elements are discussed in detail by a management committee which meets monthly and are synthesised in an in-depth investment letter sent to clients.
Asset allocation consists of dividing clients’ capital between the various asset classes (equities, alternative investments, bonds etc) and geographical regions.
This distribution depends on the client's profile (investment horizon, risk tolerance and performance objectives).
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