The asset allocation decision is the most critical aspect of our investment process. It is the primary determinant of a portfolio performance and typically explains over 80% of investment returns.

Structuring a balanced portfolio is a combination of capital gain and income potential with appropriate limitation of risk through balancing investments between equity and bonds in various currencies. It involves also the selection, of Mutual Funds distributed in Switzerland, Structured Products, Hedge Funds and Property Fund Products.

Achievement of these goals is practiced through strategic and tactical allocation and the mixing of asset classes in accordance with global trends, and a continuous review of the risk profile inherent in all our investment positions. 

The allocation to each sector will be both subject to the risk profile of the investor and our assessment of the prevailing and anticipated economic factors. By mixing asset classes that have little correlation in movement with each other we are able to reduce portfolio volatility.