Consistency of returns, often coupled with lower risk

Many portfolios we manage are designed to be less dependent, or even not dependent at all, upon rising stockmarkets to perform well. These portfolios will often use a diverse and balanced mix of alternative strategies. Active use of alternative assets will generally also reduce risk and volatility in a portfolio. Some of our clients also ask us to manage cash portfolios using a wide variety of low risk alternatives to the simple deposit account.

Global research capability

We have little doubt that more new asset classes will be introduced to meet investors' needs in an era of lower returns. Our own analysts, combined with the research effort of Bordier & Cie, are constantly on the lookout for new opportunities to meet our clients' objectives in an increasingly complex financial world.

Proper bespoke portfolio construction

Our approach allows us to manage a wide variety of individual portfolios, both in terms of size and investment objectives. The portfolios we look after, however, have one thing in common: they are managed on a wholly bespoke basis. We never shoe-horn our clients into models.