PORTFOLIO MANAGEMENT

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Portfolio Management
Investment process and strategy
Global Asset Allocation
Banking Relationship Analysis
Portfolio Consolidation
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> Global Asset Allocation

"Successful global Wealth management requires an overall strategy. Consider all your wealth and assets to achieve the client goals.

Together with the client we recommend a balance between fixed income and equity, as well as private equity, hedge funds, real estate and real-return assets. We propose the diversification between each asset class, showing how variations to your allocation could impact the risk exposure or performance expectations. We then agree together on the most appropriate strategy.

Is a live process that continuously seeks out and moves toward areas of the market with the most potential and avoid areas that hold the least potential.

Itís also about the best managers in the world and the best ideas of many serving the needs of one, the client. And we get this identifying each entity contribution within your overall portfolio. Always keep in mind that no strategy is forever."