INVESTMENT PROFILE & POLICY
Using state-of-the-art approaches developed with academic research labs, we produce your personal Investor Profile covering topics like risk ability and tolerance, unique preferences as well as investment goals and values. This allows us to create a clear framework to review your existing investments and plan the next steps.
With your Investor Profile, we derive a framework for your entire wealth. The resulting values-based Investment Policy becomes your guiding document. It describes your overarching strategy and key principles, provides guidelines for implementing your investments and serves as the basis for instructing your banks and asset managers.