We provide Asset Management and Investment Advisory, Fund Creation and Administration and Financing Advisory and intermediation.
- Asset Management and Investment Advisory
Our Methods and Strategies are designed to help wealthy individuals, family offices and pension funds. We are specialized in liquid asset investing. Our Investment proposals include stocks bonds, FOREX products in major currency pairs, fixed income and commodities like gold and crude oil.
All our strategies permit immediate liquidation of all the investments and immediate transfer to the accounts of our choice. Liquidity and speed of reaction are essential in today’s volatile and uncertain environment.
Our Strategies have been tested for many years and we trade and invest since 1984. Our aim is to provide good Returns on Investment (ROI), if possible double digit, but our main concern is to achieve these results as multiples of risk. We define risk as the biggest drawdown an account can suffer. Risk Parameters depend of course on the client’s profile but we do not believe that it is prudent to invest when these risk parameters are unknown or higher than 10% of the initial investment. This number should be much lower for pension funds or conservative investors.
Our Investment decisions have one objective, which is to optimize Reward versus Risk.
We are very flexible with the use of the various financial instruments. Our strategies can be applied to any type of investment account. When a client uses a stock broker we use stocks if he feels more confident we a FOREX broker we use FOREX and CFD products and if he has a US investment account we use futures. The risk and reward parameters remain the same.
We are also very flexible in trade execution as well. We can trade on behalf of a client with a limited power of attorney or we can advise the investor directly. A large part of our remuneration depends on results.
- Fund Creation and Administration
Every business above a certain size needs a structure. That structure tries to combine a certain number of legal entities which are created for well defined purposes. These legal entities can be onshore or offshore companies, funds or trusts or foundations of various types. We have an experience in dealing with these issues since 1990. When designing a structure model, we try to achieve various goals at the same time. Profit optimization through tax reduction is one of these goals but others include anonymity and secrecy, capital protection and optimization of the cost of financing. The cost and availability of borrowed money depends heavily on the jurisdiction of the legal entity. The opening of bank accounts becomes more and more difficult it today’s world with risk parameters very different today than what they used to be.
We can advise and propose the best possible structure solution and cover the needs of any business. We can also take care and administer if necessary some of these legal entities.
- Financing advisory and intermediation
We can help companies in need of Capital. We have a large network of funds and financial institutions to cover these financial needs. We can also help companies in need of bank guarantees or companies who need financial assistance when they try to win public offerings.