3/2/2023 0 Comments Focus martin![]() Our discretionary management expertise allows you to entrust your portfolio management to seasoned professionals without having to participate in every decision along the way. Our flagship product: discretionary management Discipline in our stock selection, which must meet specific technical requirements to assure healthy diversification.Transparency in our communications with you: essential to your sound understanding of the issues and of the path needed to reach your goals.Rigour in our investment methods and approaches to ensure your goals are reached.Our portfolio manager’ skills and reputations, coupled with the cumulative professional expertise of the other members of the team, helps you achieve your goals while giving you peace of mind. Unquestionably our experience in discretionary management and the dedicated support we offer you in managing your wealth throughout your lifetime. We favour the core-satellite approach, which combines the use of index products – reflecting changes in the market (Core) – with individual stocks – all hand-picked and allowing us to seize opportunities as they arise (Satellite).Fully aware of the advantages of index investing and the importance of tactical changes in asset allocation, we make sure our portfolios, comprising both individual stocks and index products, derive the best from active and passive management.Our investment process based on a top-down approach provides us with a realistic picture of the global economy and enables us to select stocks that meet clearly established fundamental criteria.We focus on conservative management aimed at reducing risk while achieving capital growth.Missionĭeveloping a sustainable relationship of trust that allows us to guide you through the various steps leading to achievement of your goals. It is also our greatest asset and your guarantee of satisfaction. The wide range of training and professional experience of our team members explains our business acumen, in-depth knowledge and exceptional creativity in financial matters. The team that guides you to your destination ![]()
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