During our advisory process, we discuss various strategies and then choose the appropriate one with you. We then work on a mix of financial investments that will translate this strategy into action. Our core satellite approach helps us build a structure that protects your wealth while providing opportunities.
Core satellite approach
The core element focuses on long-term holdings with a high level of security. Usually, wide diversification helps realize this goal. Our experts shape this central element by choosing assets across various currencies, industries and geographic areas. Focusing on stable long-term investments minimizes both the risk and the management costs involved.
The second element in this approach brings in smaller “satellites,” which have a higher risk/return ratio and are actively managed. These modules give the investor the chance to actively exploit opportunities created by the latest market developments.
As market trends, economic cycles, family situations and other circumstances change over time, so does the most effective way of managing your assets. We feel it is our responsibility as your trusted financial advisor to react flexibly to this challenge. A slight re-adjustment in your asset allocation might be enough, or we may have to take more time to discuss further alternatives. The important thing about our advisory approach is that it’s based on close dialog with you. It goes much further than simply setting up a portfolio.