Investment process

In order to define an individual client’s long-term asset allocation, we start with a thorough analysis of his or her needs. That analysis takes account of his or her financial situation and investment and return objectives. The client’s risk tolerance and approach to investments is also considered. Based on these findings, we then work with the client to define a mutually agreed long-term investment strategy.

Tactical investment decisions, particularly those relating to specific investment choices, are made in close cooperation with our in-house investment research.