Performance defines our investment philosophy, and meeting the tax regulations of a client’s home country is absolutely essential. We ensure that our clients always receive the appropriate reporting documentation from our partner banks.
Individual tax solutions
With any investment, there’s always a way to optimize taxation, but it depends on a client’s individual situation and home country. When we meet with our clients, we look at any potential solutions to help minimize potential taxes, and we always utilize the utmost discretion on every account. Given the increasingly complex nature of tax solutions, however, we recommend meeting with professional counsel for final approval on any plan.
If you want to earn more than the market offers with undervalued stocks, you have to spot future developments early.
Text by Mark van Huisseling
“We don’t see a bubble and continue to focus on technology stocks as well.”
Helge Müller of Genève Invest recommends an adjustment: value stocks instead of just growth stocks, and investments in sectors that have been neglected for a while.
Interview: Mark van Huisseling
How Can You Benefit From a Portfolio Analysis?
There are plenty of resources investors can study to learn more about portfolio-management strategies. However, these tips are often too generic to be helpful. They don’t take into account what you’re saving for, and how your investments are faring in a volatile market.