A 5-step process to address all your needs. Because integrated wealth management covers all your financial needs, from financial planning to estate planning, portfolio management and tax strategy, we have developed a proven five-step approach.
Read our clients’ testimonials Our portfolio construction approach We build our portfolios by identifying the best opportunities at each step.
Our manager selection approach A disciplined team of portfolio managers knows how to find stocks with sustainable competitive advantages. By consistently applying a proven investment philosophy and process, it is possible to deliver superior risk-adjusted returns. We apply a systematic and disciplined process to select portfolio managers that have passed the test of time. We favour experienced managers who have gone through several cycles and know how to take advantage of different market conditions. And we exclude funds with a fictitious performance track record based on back testing. Our stock selection approach We choose companies whose return on capital exceeds their cost of capital. And we avoid companies with negative cash flows. We recommend companies with a sound balance sheet and little debt. We also assess the stability of each company’s business model and the discrepancy between its intrinsic value and market price. Our responsible investment approach We believe that solid returns and positive impact can both be achieved by incorporating ESG (environmental, social and governance) factors. Our ESG approach allows us to manage risk more effectively and enables you to invest in companies that respect your values. In the long run, companies that manage their operations responsibly perform better financially. This is why our investment approach takes into account the following ESG issues: