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Asset allocation

The realisation of your investment goals depends to a very great extent on how your assets are allocated among the various asset classes.

While our primary concern is with your specific, personal circumstances, we also need an external reference to suggest possibilities for making your financial aims realistically achievable. This reference point is the financial market environment.

The big picture

The experienced professionals in our Investment Department continuously monitor developments in the global financial markets in order to assess the optimal asset mix going forward. The subsequent recommendations, our Global Asset Allocation Strategy, provide a general framework on which allocation proposals for individual investors can be based.

At the client level, this means adapting our global view to take account of your specific risk profile, investment preferences, constraints etc. The principal aim of this exercise is to achieve the optimal blend of our investment thinking with your specific needs and requirements.

Allocation alternatives

Investment funds and pools - our extensive range can meet most asset allocation needs.
Advice-based - determine and maintain your personal asset allocation in conjunction with your Account Manager.
Recommendation-based - we offer a comprehensive selection of risk-based recommendations that covers all your individual investment parameters.
Portfolio Management - we offer a personalised portfolio, which our team of specialised professionals will manage for you.