Investors can select an Advisory Mandate if they wish to remain involved in the management of their portfolio and approve all investment decisions.

Investors can choose discretionary portfolio management if they do not wish to be involved in the management of their portfolios. In so doing, they delegate all investment decisions to our firm which manages their portfolios according to the selected risk profile and investment objectives.

This profile is for investors with a less than average risk tolerance who are however able and/or willing to accept some volatility and whose time horizon is three to five years. The Conservative Strategy invests in major asset classes and is suitable mainly for income-oriented investors, while seeking to mitigate significant capital loss through diversified investments. The maximum equity exposure is 35% and is designed to help guard against inflation.

This profile is for investors with an average risk tolerance who wish to have some exposure to global economic cycles. The Balanced Strategy seeks a balance of income and long-term appreciation, with average volatility. The maximum equity and bond exposure would be respectively 70% and 100%. It should be accepted that the value of the portfolio will fluctuate and the investor should therefore be willing to commit to investments for a period of five to seven years.

This profile is for investors with an above average risk tolerance and who fully understand the risks and rewards related to global market exposure. Equity holdings are diversified internationally and represent up to 100% of the portfolio. Foreign currency exposure may be significant. The relative volatility of such a portfolio requires an investment time horizon of more than seven years.

This mandate aims to generate a stable flow of income, ideally paid quarterly, with an extended protection against market volatility. This is not a capital guaranteed investment, however, our structuring methodology and 3D risk management allow higher than average returns with a reduced risk exposure.

«Recurring Income» invests in the main financial markets with a focus on leading multinationals listed on the main exchanges.

As this mandate would also include structured financial instruments, investors are required to have an investment horizon of five to seven years.

This mandate provides investors with exposure to «Tactical Opportunities» across global financial markets according to the selected risk profile. These opportunities are driven by social, political and macro and microeconomic developments and therefore require a thorough understanding of the underlying drivers (BREXIT, COVID, etc). As this mandate covers conventional financial instruments from an opportunistic perspective, investors are required to have an investment horizon of around two to three years. The «Tactical Opportunities» Mandate is only open for «Recurring Income» Investors.