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Advisory

We provide you “Advisory if and when you need it” in the following areas:
Own Funds
We offer asset management capabilities across all asset classes, under the form of dedicated mandates or investment funds. Our teams have developed proven competencies in Specialised Fixed Income, High Conviction Equities, Flexible Multi-Asset, Quant Systematic and Alternative Investments. To complement our fund range in niche areas, we have created exclusive partnerships with highly specialised providers.
Third-Party Funds
Fund Research analyses third-party funds (active and passive) and offers advisory services, with the goal of selection best-in-class products. For this purpose, we select funds using a time-tested 10 factor process combining quantitative and qualitative factors.
Single Security Advice
We offer professional advice on Equity, Fixed Income, Foreign Exchange, Precious Metals, Structured Products and Alternative investments. We generate trading, investment and hedging strategies, using cash and derivative instruments, and provide you with top picks on all asset classes. Our lists are diversified across regions, countries, industries, country ratings, maturities, strategies and currencies.
Financial Planning
Financial planning identifies risks and opportunities early on and defines the appropriate measures to take. Such market expertise and intelligence generating value, is a sophisticated art. Our specialists are adept at finding personalised and holistic solutions for clients.