Wealth preservation (5yr+)
Maintaining the real value of your capital is not easy. In an environment of uncertainty
for the speed of economic recovery, where equity prices may grow moderately and bonds may offer only
moderate income or gains, traditional capital preservation portfolios may
fail. Our advisory service to Professional Investors including institutional and intermediate customers/High net worth individuals is
including a wide range of investments beyond traditional fixed income. Particular
attention is paid to the base currency and the selection of benchmarks for capital
preservation that reflect individual perspectives.
Capital long term Growth (3yr+)
i-Principal Protected Growth
Among the plethora of principal protected products that are available the challenge
is to select the ones with realistic chances to provide meaningful growth.
ii-Long Term Growth (5yr+)
The interim volatility of the investment strategy should not be confused with the
long-term capital appreciation potential of the asset classes involved. The
long-term horizon leads to careful and gradual accumulation of established companies
that are in the right valuation cycle, strategically position within selected
industries we like.
iii-Aggressive Growth
The objective of generating above average capital growth over a period of three to
eight years is by far the most common are of focus for fund managers and advisors
across the world. With ours tools for risk measurement we will demonstrate what is
the likely risk the investor would have to take to determine the particular appetite
for alternative investments, derivatives or emerging markets based products.
Capital short term Growth (<18m)
This is one of the most challenging objectives. Achieving capital gains over a short
period of time and particularly in a bear market is an 'area' of focus we believe we
can offer interesting alternatives because of our derivatives and structured products
experience. Like most of the world's biggest asset managers we feel times now are not
favouring traditional stock-picking unless someone has a long-term investment horizon.
Income (3yr+)
i-Principal protected income (3yr+)
With the principal protected the investment choices concentrate around structured
products and dependable debt. The short-term volatility of some of these investments
reflects the fact that they are designed and optimised to be re-deemed only at the
end of the investment horizon.
ii-Defensive Income (3yr+)
The investor here assumes slight principal risk for higher yield returns.
Balanced Income & Growth (5yr+)
A balance between 2II and 4II that is tailor-made to horizon and currency base.
