Portfolio Management

Key points

Trasparency
Our asset management practices are fully compliant with the Compliance Manual ACA guidelines.

Tax harmonization
Priority will be given to all “SEC registered” products. However, the customers have the possibility to work with their own consultant, creating an open architecture approach.

Risk Categories
The risk profiles of the asset management will be conservative and balanced with an increased exposure to equity and upon request, a “Taylor Made” profile may be created to better serve the needs of the client. The reference currencies used are: USD, EUR and CHF.

Asset allocation
The asset allocation will be in respect with the classic asset management approach, bearing in mind other investment solutions ad hoc.

Management
The management will be through single Stock/Bonds or, where the efficiency and size of the portfolio may request, through a systemic use of ETF’s.