The missing piece to portfolios
Looking for more than just finance?
Want to participate in the real economy?
Wish to have an impact?
With some returns?
Search no more!
We can help you find just that
Investing in the real economy and/or real assets could be part of the answer.
For people looking to make more with their savings.
We’re here to support YOU every step of the way.
More than 20 years managing risk and investing for others and us has given us a great opportunity to learn and be in a position to provide great/enlightening advice on investing.
And more precisely how to make YOUR MONEY work for you (rather than the opposite).
Investing is all about
Setting your time horizon, your expectations and risk aversion.
Creating a diversified portfolio
Based on different proportions of standard asset classes, often composed of single lines, funds and sometimes ETF’s.
Managing your portfolio
Managing it based on market news, often creating reactions rather than proactive actions. And with sometimes hopefully some risk management included.
And Investing in the real economy is about
Invest considering Environmental, Social and Governance characteristics to invest in a durable and responsible way.
Invest in a promotion and/or get an income generating asset for the longer term.
Invest to make often good returns and a real difference, socially and/or environmentally generating a positive impact for all.
We clearly believe that a combination of all should be the way forward.
There is clearly no One Size Fits all solution
Simply Decide what Works For YOU
You want to get personal advice
Where we analyse your full current situation, discuss your objectives and constraints.
In order to propose you the best and most adapted solution to your personal and family needs.
You want to learn by yourself
We’re happy to provide you with some insight on this fascinating topic of investing.
And especially real investing where lot will be covered on different topics, so the best is to register to learn more.
Or simply contact us
+41 22 368 08 08