Our investment approach is based on a few simple, tried and tested principles.
First and foremost, we believe that the best way to win is first to avoid losing. That's why our main priority is to protect your capital. Secondly, rather than trying to beat abstract benchmarks, our aim is to achieve absolute performance, regardless of market trends.
We are convinced that there a few extremely talented managers that are capable of consistently generating superior results. The challenge is to find them. So, over the past 20 years, we have developed expertise in identifying and selecting the best third-party managers, who effectively complement our direct investments.
When investing a family's wealth, it is important to strike the right balance between two objectives: capital preservation and investment performance.
Indeed, while caution remains always essential, it cannot be the sole objective. Because in order to create long-term value, investors must be willing to take some level of risk, taking into account not only the threats but also the opportunities presented by the markets. Sustainable performance therefore relies on active and measured investing, combining discipline with the ability to seize the right entry points.
Sprinkling your investments too widely across the board will not yield optimal results, as good decisions will have no real impact on the overall portfolio. This is why our focus is identifying real value added opportunities thanks to our proactive research, in order to concentrate only on the ideas worth exploring.
Our investment universe has been carefully honed over more than 20 years, with a preference for quality managers and an emphasis on liquidity.
There is no such thing as a free lunch. That's why we prefer to pay to receive independent research.
As generalists, our primary focus is naturally on developed markets, but we have a proven expertise in emerging markets too. To complement our core holdings, we will also allocate assets to illiquid or private investments on an opportunistic basis.
To achieve the best results, it is best to rely on really talented fund managers. This is why talent selection remains a fundamental pillar of our approach.
Whereas in the past our cherry-picking process focused mostly on the world of alternative funds, this quest for talent now extends across the entire spectrum of asset management, whether traditional or innovative strategies.
This increased breadth allows us to draw on a diversity of complementary expertise and approaches, which are essential in a constantly changing investment environment.
To achieve a rapid exposure for thematic implementations in momentum-driven opportunities, we use ETFs or large liquid securities that are widely held. But we rely on an agile and opportunistic approach in order to exploit privileged investment opportunities provided by our valuable and longstanding network.
Rather that run with the herd, we prefer to find value in dislocated or uncrowded opportunities. And we exploit a variety of instruments to express our view, which will be both top down and bottom up driven.
Your own dedicated portfolio manager will implement the views of the investment committee, adjusting them if needed to your individual constraints.
He will allocate funds to relative value and directional strategies across asset classes including Equities, Credit, FX and Commodities.
Chance should have no place in a quality investment strategy. That's why we've put in place an extremely disciplined and replicable process.
30 years of 
commitment to you
