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The range of products offered by the investment industry is constantly expanding. Very often, investors are confronted with complex products whose actual level of risk and associated costs are difficult to determine, as they are deducted directly from the gross return, even if it is negative. As a result, investors often have to navigate a highly heterogeneous, opaque and difficult-to-follow landscape.
Portfolios overloaded with complex products, combined with advisors forced to make investment decisions under their own economic pressures, create a double vicious circle to the detriment of investors. On the one hand, higher fees reduce the final return. On the other hand, the complexity of the products makes it difficult to set targets and expectations in terms of volatility, return and risk management, resulting in inefficient allocation that will worsen over time.
Whether you are trading on your own or with the assistance of an asset manager, a thorough understanding of the characteristics of the tools you use to allocate your capital is crucial, as it allows you to:

UNDERSTAND THE CHARACTERISTICS AND DYNAMICS OF THE TOOL IN QUESTION

UNDERSTAND THE CHARACTERISTICS AND DYNAMICS OF THE TOOL IN QUESTION

DETERMINE WHETHER THE TOOL IN QUESTION IS COMPATIBLE WITH YOUR NEEDS AND OBJECTIVES

DETERMINE WHETHER THE TOOL IN QUESTION IS COMPATIBLE WITH YOUR NEEDS AND OBJECTIVES

ANTICIPATE AND BE PREPARED FOR FUTURE PERFORMANCE, VOLATILITY, CASH FLOW AND TAX IMPLICATIONS

ANTICIPATE AND BE PREPARED FOR FUTURE PERFORMANCE, VOLATILITY, CASH FLOW AND TAX IMPLICATIONS

In other words: understanding what you are investing in can help you build a better relationship with your assets. This way you can understand any price fluctuations and have the right return expectations. Otherwise, it would be like sailing on the open sea without a log and a destination. 

Do you know your portfolio? Do you know how much it costs you and what risks it is exposed to?

FREE PORTFOLIO ANALYSIS >

Do you know your portfolio? Do you know how much it costs you and what risks it is exposed to?

FREE PORTFOLIO ANALYSIS
The dynamics of investments, be it in stocks or in bonds, repeat themselves over time. Due to the nature of markets, it is difficult to imagine a miracle tool that allows investments with less risk and higher returns by changing deep-rooted mechanisms.
Over the last twenty years, we have seen the introduction of various “inventions” that are the result of financial engineering developed in the United States, which was then adopted in cascade by investment and retail banks. Unfortunately, in most cases, the result has been disappointing: products such as certificates have simply gone out of fashion, while others, such as those linked to sub-prime mortgages, have triggered financial crises.
Our traditional and conservative investment philosophy is based on instruments and strategies that have consistently delivered superior results for our clients. We work according to the principles of value investing. This approach, made famous by Warren Buffet, has proven its worth over the last hundred years in identifying companies with a better risk-return ratio.
Our clients do not only have real-time access to their accounts and a history of their transactions but can also contact their personal investment advisor directly for further information. Every investment decision is based on a thorough internal analysis, which we are happy to share with our clients. This has allowed us to build a relationship of trust over the years based on complete transparency of the investment process and individual asset allocation decisions.
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Would you like to see a sample portfolio of one of our clients? Find out how our clients' portfolios are individually constructed.

REQUEST A SAMPLE PORTFOLIO

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