Information

Mutual fund portfolios maintain exposure to different asset classes depending on the chosen strategy. These products offer high levels of diversification due to their investment policy. Exclusive allocations in collective investment vehicles seek to minimize concentration risk. We recommend an adequate strategy based on factors like needs, financial goals and risk aversion. The client is clearly and periodically informed about the performance of his assets and the development of the financial markets. The investment portfolio will be timely adjusted according to our market expectations. The discretionary advisory mandates can be subscribed and liquidated at any time.