PORTFOLIO STRUCTURING

While structuring our clients’ global portfolios, risk management remains a priority for us. Portfolio construction guidelines are established at the highest level, by our chief investment officers.

Our strategic decisions are carefully reviewed by the portfolio manager you have been assigned to, so that we can create a customized portfolio based on your unique needs.

CONSTANT MONITORING AND RE-BALANCING

A top-down approach requires an active and continuous monitoring process, aimed at making sure the portfolio allocation is consistent with today’s fast-paced market environment.

Our professional team is always aware of the ongoing economic trends and will promptly re-balance your portfolio whenever the market conditions require that.

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