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« Rule no. 1: Never lose money. Rule no. 2: Never forget Rule no. 1. » – Warren Buffet
Our highest priority is to minimise risk, while leaving room for performance.
Our philosophy is expressed in our products and services.
Services for « Walking Institutions »
Entrepreneurs and sophisticated investors are “Walking Institutions” who need quality services like the ones we have developed over the last 20 years in managing risk for our institutional clients. Our services range from portfolio consolidation to global allocation advisory.
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Tactical asset allocation: QuAM
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Successful asset management involves the dual challenge of security and performance. The QuAM (Quantitative Asset Management) strategy developed in exclusive partnership with ETS (Expert Timing Systems) gives priority to risk control over performance and has an excellent track-record over the past 11 years.
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Quantitative management of currency risk: COM
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The active COM (Currency Overlay Management) programme developed in exclusive partnership with ETS (Expert Timing Systems) adjusts the hedging ratio to market movements, in order to best manage currency risk in existing portfolios.
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