Strategic Asset Allocation
Are you an ultra-high net worth individual looking for a global and consolidated view of your wealth structure, associated with key risk and return indicators and a qualitative diagnosis? Our exclusive Strategic-A tool does that: based on your specific objectives, projects and constraints, our team of experts analyses the strategic asset allocation of your wealth and highlights potential improvement areas.
Strategic-A is a powerful decision-making tool that helps you to identify and clarify key strategic asset allocation guidelines for the future, for instance in a transmission context or following the sale of a company when there a significant amount of cash to invest.
Key steps of a Strategic-A analysis are the following: first of all, our experts give you a consolidated picture of your global wealth by asset class, whatever the bank, whatever the asset, including illiquid and unlisted assets (such as direct Real Estate, Private Equity, private companies, land …); then, based on our robust proprietary quantitative modeling, they provide you with a thorough risk-return diagnostic of your wealth allocation; finally, they investigate and modelise potential scenarios to optimise your portfolio allocation in order to better reflect your investor profile and your specific needs.
Strategic-A‘s unique and educational approach, which helps you decide key allocation objectives for the long run, can serve as a pertinent discussion basis for the transmission to the next generations.
By integrating your personal objectives and needs, our Strategic-A experts offer you a highly personalised and valuable view on relevant and efficient allocation choices for your wealth for the future.