PORTFOLIO MANAGEMENT

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+ PORTFOLIO MANAGEMENT

Portfolio Management
Investment process and strategy
Global Asset Allocation
Banking Relationship Analysis
Portfolio Consolidation
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Our Competitive Edge

> Investment process and strategy

" After evaluating a client’s investment profile, circumstances, special conditions and comfort level with investment risk the perfect investment strategy is specified and implemented. Our investment process and strategy includes the following:

- Define goals, needs and level of risk

- Asset allocation

- Structural analysis

- Asset selection

- Review and active management."