Initially, we try to obtain as much information as possible, both from the financial point of view, as well as customer expectations and restrictions. The establishment of an investment policy guides our management team in implementing an asset allocation strategy tailored to the needs of our clients. Communication is the basis of any lasting relationship, therefore there is an ongoing dialogue with our clients to review and adapt the strategies implemented on a regular basis.
1. RELATIONSHIP WITH THE CLIENT
We accompany our clients and offer them constant support. Our goal is to guide our clients and help them choose between the different investment options available.
2. Data collection
Data collection is a constant at Insignium, it is key to the relationship with our clients to understand their financial needs and their short, medium and long term financial objectives. Planning your investments according to your expectations is key to a lasting relationship and improves risk management.
3. investment policy
The establishment of an investment policy is necessary as a guide for our management team. The more information is collected and reflected within the investment guidelines, the better the asset allocation will be tailored to client expectations.
4. IMPLEMENT THE STRATEGY
The implementation of the Asset Allocation Strategy is the responsibility of our Asset Allocation Committee. The committee establishes our investment universe. Our management team uses this universe to select the assets that fit the asset allocation strategy defined for each client. We work and collaborate closely with custodian banks, fund managers and market analysts to gather information from a variety of sources.
5. review and discussion
Analyzing the results and discussing them with our clients on a regular basis helps our team to fine-tune the asset allocation strategy and align client interests with the decisions made by our team. Markets are constantly on the move and having the opportunity to meet with our clients on a regular basis helps detect opportunities and adjust our strategy for the short, medium and long term.
We believe that short-term objectives affect our analysis and asset selection capabilities.
We have a loyal customer base that has long seen us as their trusted advisors. Most of them have banking relationships with different financial institutions and require regular follow-up. In order to facilitate this task, we offer our clients a periodic consolidated financial report containing asset positions, global risk exposure, global return figures and their comparison with a benchmark index.
Our preferred custodians
We have an extensive network of banks with which Insignium Wealth Management collaborates constantly. They have been selected for their solvency, quality of service and profitability. We are always willing to assist our clients in the selection of their custodian banks or to offer alternatives to their current banking relationships. You can request our updated list of preferred banks sorted by financial center.