Your Wealth is not just numbers. Your wealth tells your story, values, hopes and vision for the future. Our mission is to spend time with you to listen and understand that vision, then create actionable strategies for your assets.
The Investment Committee runs a collaborative and thorough process to ensure that the assets invested by our clients’ portfolios are tailored according to their risk appetite and investment horizon.
Weighing on a team of experts and specialists, the Investment Committee is one of our most valuable assets. It defines the strategy, makes recommendations and monitors the performance of our wealth management services.
The Investment Committee is comprised of a diverse group of investment professionals, including portfolio managers, strategists and analysts, who are responsible for defining the firm’s strategic asset allocation and for making recommendations regarding the tactical asset allocation, as well as its execution activities. The Investment Committee also monitors the performance of existing portfolios and recommends changes to improve performance.
Our investment process consists of a rigorous analysis of the global, regional and local environment, supported with in-depth fundamental analysis. Based on this vision, we select securities and instruments that best fit the views of our Investment Committee.
Our investment strategy is built on the following principles:
We diversify across asset classes and geographies, seeking to maximise the opportunities available in all market environments.
We emphasise active management, using valuation techniques to identify opportunities in the marketplace and monitor our portfolios against them.
We have a long-term perspective that recognises the benefits of investing for the long term while also taking advantage of short-term market movements.
President of Investment Committee