Investment Portfolios

By matching our clients to one of our four portfolios, we bridge our clients’ needs to their long-term goals. Our team constantly seeks different investment options and solutions by analyzing and comparing funds and UCITs’ strategies, resulting in an integrated portfolio management approach.  

Our platform’s open architecture and our close relationships with different fund houses allows us to choose from a spectrum of best in-class products, without conflicts of interest while maintaining our high diversification capabilities.

For more information, click here to contact our team.

*The investment allocation percentages for each of the four strategies is approximate and can deviate due to market conditions or fluctuate due to market movements without previous notice

International investing involves political, economic, and currency risks in foreign countries, where information reliability varies. Alternative investments mentioned are speculative, with significant risks including leveraging losses, low liquidity, lack of valuation information, complex tax structures, delays in reporting, less regulation, and higher fees than mutual funds. Market indices referred to cannot be invested in directly. Specific product investments incur fees and may result in performance differing from market indices. Leverage can amplify losses or gains, magnifying any adverse event's impact on investment value and potentially leading to greater losses.