Our Methodology

Learn more about the methodology of our team of experts, backed by more than 65 years of experience.

Analysis and selection

We offer the best funds in relevant geographies using an open architecture approach, based on the fund’s long-term results, investment team and management strategy.

Personalised proposal

Our proposals are personalised, which means we can offer a portfolio tailored to your profile and investment needs. Moreover, both the recommended portfolio and its various assets are accompanied by an explanation to help you make your own decisions.

Adjustment

We can adjust your portfolio based on overall market conditions and on your investment profile when needed.

Continuous monitoring

We will review the performance of your portfolio to ensure that your performance objectives are achieved, and we will carefully analyse every market opportunity for you.