WHAT CAN YOU EXPECT FROM US?

You can expect personal commitment and integrity in our service aimed at securing the value of your assets for current and next generations. Being focused is important to ensure that uncertainties are managed.

That is why we consciously choose to offer only the following two services: holistic advice about your overall investment portfolio, and management of your investments. They can be offered separately or as a combination. We are ready to offer a tailor-made approach.

HOLISTIC INVESTMENT ADVICE

RECONNAISSANCE

  • Your personal/family needs and obligations for now and in the future
  • The macroeconomic context
  • Expectations at the risk/performance level
  • Development of investment scenarios/portfolio simulations
  • Your investment profile

COMBINING KNOWLEDGE – A PARTNERSHIP APPROACH
Using a worldwide banking and investment network.

Our international advisory board with many years of experience in the pension, investment and banking world.

Access to institutional expertise and products through economies of scale.

Your personal strategic asset allocation.

PERFORMANCE MONITORING 

  • Monitoring your portfolio closely
  • Reporting on risks and risk control
  • Analysing market developments
  • Research and analysis

INVESTMENT PORTFOLIO

Active management in accordance with your chosen strategic asset allocation
Your strategic asset allocation ensures a solid basis for income and wealth. Your portfolio will be implemented based on this strategic asset allocation, based on a broad diversification of asset classes and instruments.


Active policy
Rebalancing the portfolio to continuously trade off risks and performance.

We invest worldwide and use both active and passive investment instruments.
We use alternative asset classes.
We actively use tactical market opportunities.
We continuously monitor risk positions and, if required, we hedge them through options and/or other instruments.

Performance monitoring

  • Monitoring your portfolio closely
  • Reporting on risks and risk control
  • Analysing market developments
  • Research and analysis


Proven success
For most of our clients, we focus on ‘Capital Preservation Plus’ and have consistently beaten passive markets since we were established. We mainly do this by a diversified strategic asset allocation combined with an active risk management approach with hedging policies for overall portfolio risk mitigation.
We look to optimize investment opportunities in view of current market conditions and over and within individual asset classes.