Our Services


To grow, protect and secure client’s wealth for them and future generations. The investment process starts with the clarification of a client’s investment objectives, preferences, attitude to risk and time horizon.We assess together a “Risk Budget” . This is the maximum drawdown a client is ready to accept over a predefined period of time (time horizon).We then define the “Time to breakeven”. This is the maximum period of time a client is ready to wait for his investments to recuperate the maximum drawdown should it be totally consumed.With these elements in hand, an investment profile will be elaborated and a corresponding asset allocation defined. As priorities may change, close contact will be maintained, both formally through regular reporting and informally, to ensure that portfolios always take account of personal circumstances.


the Balancing Act​

Independent Asset Managers