SETTING UP A PORTFOLIO
What we have learned from our time in the financials sector is the importance of working
with various custodians to protect your assets.
That's not to say Swiss banks are not safe, but to add another measure of safeguard,
we use two-three banks as custodians.
It also gives us a good comparison to better understand execution,
and services to ensure our client's quality and standards.
The typical structure we use is as follows;
STEP 1. ANALYSIS AND OBJECTIVES SETTING
+ Understanding your unique circumstances.
+ Providing portfolio diagnostics of current assets and liabilities.
+ Helping set and prioritize objectives.
STEP 2. STRATEGY AND PORTFOLIO STRUCTURE
+ Advising on the most appropriate asset allocation.
+ Defining or aligning the investment strategy.
+ Designing the optimal portfolio structure.
STEP 3. GOVERNANCE AND MONITORING
+ Monitoring investments and investment managers.
+ Setting up or advising on investment governance.
INVESTMENT MANAGEMENT WITH A PURPOSE
Understanding your investment needs is part of the process, but understanding your time horizon and
risk thresholds are also critical. Too often clients do not fully comprehend risk versus reward. Financial
models are constructed to help clients better understand investing and diversification.
+ Asset structuring, asset allocation, and portfolio construction tailored to your needs,
the creation of specific life phase pockets preservation, growth, and next-generation pocket.
+ Consistent use of all types of securities for the asset allocation (bonds, equities, forwards, options etc.
+ Optimal instead of maximal diversification.
+ Low correlation premia through investments in non-financial assets.
+ Cash flow management.
+ Implementation and supervision - fully discretionary and semi discretionary mandates.
+ Identification and due-diligence of participation and co-investment opportunities -club deals.
REPORTING & RISK MANAGEMENT
You should never underestimate the importance of reporting and we do our best to organize reporting to suit your needs.
+ Asset consolidation and reporting across all custodians.
+ Individualized asset and liability management tailored to your personal situation.
+ Our customized investment report provides an accurate and concise summary overview of your
consolidated assets across all custodians as well as detailed analyses across all asset classes and
mandates compared to their respective strategic asset allocations.
+ Our customized report is aimed at providing relevant information for appropriate decision-making.
during all stages of our investment process.
TAX & ASSET PROTECTION
This is basic and something most banks do not consider given the services they offer and the
strict compliance, so we add value by providing:
+ Optimize tax domicile whether it is in Switzerland in close collaboration with authorities or elsewhere with your advisors.
+ Relocation to various tax domiciles outside Switzerland depending on client needs.
+ Tax and estate planning through establishment of legal entities, trusts, foundations or other suitable structures
domiciled in the BVI, Luxembourg, Liechtenstein, Switzerland, etc.
+ Gift and estate planning, wealth transfer strategies to preserve financial legacies and charities.
LIFESTYLE & NEXT GENERATION PLANNING
The single most important process is the transfer of wealth and preservation for future generations to come. We work closely with clients to understand their needs and design and implement a structure to benefit their next generations;
+ Planning of wealth transfer process in agreement with client needs.
+ Development of family mission statement and family governance.
+ Coordination of family meetings for asset review and wealth planning.
+ Acquisition and sale of luxury goods in auctions on a mandate basis.
+ Advising on International and domestic real estate investments.