Finding the Managers Who Are Right for You

Looking for new investment managers? Your current managers don't meet your expectations? You've just adopted a new investment policy?

Our experts can help you choose the managers whose complementary styles will produce coherent investment decisions and an optimal yield/risk ratio in line with your investment policy.

We analyze matters both quantitatively and qualitatively, keeping in mind that past experience is not necessarily a guarantee when it comes to the future.

Our search consists of the following three steps:

  1. Pre-selection of managers from our database and according to your wishes.
  2. Drafting of a report presenting a quantitative and qualitative analysis of each preselected manager and recommended finalists.
  3. Meeting with each finalist manager in your presence.