To Simplify...

 

the unlimited options in investing is one of the core tasks of leading wealth managers.

 

We have to go beyond the pure view on assets and to concentrate on:

 

  • assets, liabilities and cash flows
  • define the optimal strategic asset allocation, in line with the right risk budget
  • analyze and  correct currency exposures
  • implement the strategy with best in class products, regardless of the provider of those products
  • use the right level of active and passive products in the right markets

 

It is also a fact that portfolio performance is influenced by transaction costs and counterparty risk. Therefore we strive to:

 

  • minimize costs and optimize terms to institutional standards
  • minimize counterparty risk

 

We do so by keeping administrative hassles for our clients as low as possible which means we keep custodian banks where appropriate.

By doing this, we enhance performance, reduce risk and also reduce


…Complexity