|
|
| |
|
|
|
| |
| Our investment philosophy |
|
|
|
| |
| After examining your individual needs and
your tolerance of risk, we will manage your assets based
on three different investment schemes. These schemes offer
flexible asset allocation tables allowing us to optimize
to the best the yield of return on your assets. |
|
|
|
| |
|
 |
|
| |
| This management type seeks to preserve
the initial capital, minimising variations in the portfolio's
value, and insuring a fixed return. Bonds and money market
investments are mostly used for this management style, leading
to a low market risk. |
|
|
|
| |
|
|
|
| |
| A balanced portfolio will typically
contain fixed-income instruments (both long- and short-term),
stocks and investment funds. The market risk, and the volatility
of such a portfolio is medium. |
|
|
|
| |
|
|
|
| |
| This investment strategy is clearly
aimed at capital growth. The portfolio is mostly invested
in stocks. As a general rule, and in order to diversify risk,
we include fixed-income instruments in the portfolio. The
market risk and volatility of this type of portfolio is higher. |
|
|
|
|
| |
|
| |
|
| |
| Are you interested in our services? |
|
| |
| Would you like to learn more about us? |
|
| |
|
| |
|
|
 |
