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Requirements and risks

A good understanding of your requirements and your level of acceptance of risks will lead to

  • a mutual definition of your investment profile
  • setting-up the best-adapted investment strategy
  • the optimum balance between tolerated risk and expected return

In the context of a discretionary management contract, you can choose between five investment profiles which are graded according to risk tolerance:

Fixed income

  • bonds, bond funds with low duration
  • short-term investments

Risk: Low - preservation of capital substance

Return

  • up to 20% shares

Risk: Moderate - return based on regular income

Balanced

  • up to 60% shares

Risk: Average - return based on regular income and capital gains

Growth

  • up to 75% shares

Risk: High - return based on capital gains

Shares

  • unlimited

Risk: Very high - objective being return maximisation which can lead to appreciable volatility - increasing or decreasing - of the capital

It is also possible to entrust us with a simple advisory mandate.

The currencies of reference for each investment profile are either the Swiss Franc, the Euro, the canadian Dollar or the US Dollar.

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