Through a tradition of innovation, we have been at the forefront of developing frameworks and methodologies that are specifically customized to each client needs.

Our mission is to help you search, identify and select those funds that can offer a true competitive advantage through a targeted investment process, while defining tailor-made asset allocation and investment solutions that fit your unique investment profile.

Our service includes formulating a bespoke overall strategy that will encompass the risk profile of the securities that are to be selected, the investment approach and will identify themes that might affect that process going forward.

Our methodology for developing an investment strategy is based on fundamental analysis and the assessment of shifts in macro variables of a country, a sector and/or an individual company. We will analyse the core drivers of these changes and assess whether each is positive, negative or neutral to a particular market segment or geography.

Each security will be evaluated with a focus on potential risk. As a result, the selection process will focus on two main risks: business risk analysis and operational risk analysis where our extensive experience in this field provides us with a strong edge to assess whether a fund has the proper structure in place or not.

Risk will remain the core parameter that is being continuously reviewed and monitored throughout this process to make sure we maximize the risk adjusted performance of the funds that would be recommended to fulfill a given client’s unique needs.