We provide asset management solutions, on discretionary or on advisory basis, with access to global markets covering all types of financial instruments, equities, bonds and money market. Through our portfolio management team we build portfolios with diversified asset classes underpinned by our strategies and tactical allocation process.
- Portfolio management
The management of your portfolio is active and conducted by experienced portfolio managers with the purpose of achieving optimal asset allocation (regional, sectoral and numismatic) in accordance to your investment profile.
- Investment advice
The management of your portfolio is conducted by experienced portfolio managers following your approval for each recommended investment in accordance to your investment profile.
- AIF Management
Management of AIF’s as per the provision of law L.81(I)/2020 as Small Alternative Investment Fund Managers. We are acting as external asset managers or investment managers under delegation mandate, pursuant to the provisions of local regulation. Our aim is to give you peace of mind, knowing that core functions are in the hands of qualified and experienced professionals.
Investment Philosophy and Approach
- We do not carbon copy strategies but we propose options tailored to our clients’ needs.
- The management is active and conducted with the purpose of achieving optimal asset allocation (regional, sectoral and numismatic) in accordance to each client investment profile.
- Our experience has taught us that we over perform when we have a concentrated portfolio and when we act freely from benchmark constrains.
- It is our investment philosophy that value & growth can be found in all sectors of the market and that over the long-term share prices reflect underlying business fundamentals.
- Investments are used to achieve long-term goals, taking into account our clients’ financial situation, investment objectives and investment knowledge & experience.