Insignium Group Wealth Management

OUR PROPOSAL
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We manage your portfolio of investments with absolute independence in order to avoid conflicts of interest. We select the best financial instruments available to you via our international network of analysts, whilst rigorously applying our policy of open architecture. We aim to offer you tailor made solutions present only at the vanguard of the finance industry.

1. INVESTMENT POLICY

Defining your investment policy is essential as a guide for our portfolio management team. The more information is collated the better the quality of the investment policy. The policy is key to ensuring that the asset allocation meets with the clients requirements and expectations.

2. DEFINING THE STRATEGY

We define the investment strategy according to the clients investment profile with a view to establishing the necessary limits required for a long term view. As there will always be short term oscillations within the markets, we will make temporary tactical adjustments to account for these circumstances.

3. CONSTRUCTION AND IMPLEMENTATION

The application of the investment strategy is the responsibility of our Asset Allocation Committee. Our AAC determines our investment universes. Our asset management team uses these universes in order to select the assets which comply with the investment strategy defined by each client. We work closely with the custodian banks , asset managers and market analysts to secure diverse and contrasting sources of information.

4. ANALYSIS AND RISK CONTROL

Regular discussions with clients and performance analysis assist our asset managers in perfecting the asset allocation and align our decisionmaking with the interests of our clients. As the financial markets are constantly changing, regular meetings with clients allow us to identify opportunities and thus adjust our strategy in the short. medium and long term.

We believe that short-term objectives affect our analysis and asset selection capabilities.

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Consolidated reports

INFORMATION

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

banking facilities

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.

Switzerland: +41 43 497 9451 / International: +41 43 497 9450

Beethovenstrasse 41, 8002 Zürich, Switzerland