Individual Asset Management Mandates

For high net worth individuals we offer tailored investment strategies that are based on the latest financial market research. The client chooses the reference currency and, together with the client advisor, develops a strategy that matches the client's personal requirements as well as risk capacity and appetite. The strategy selected includes precise investment guidelines regarding the allocation of assets to currencies, investment classes and sectors. Our portfolio manager will follow this strategy at all times. We use a structured investment process and a cutting-edge risk information system to continuously monitor client portfolios.

The actual allocation of assets will vary according to strategy, reference currency and market view. We will adjust the client's selected strategy to changing market conditions on an ongoing basis, within the investment parameters. We invest in liquid instruments, which gives the client access to capital when required.

Statements of assets and account statements ensure that clients will have full transparency regarding all transactions executed under the management mandate.