Private client asset management starts from a detailed analysis of the requirements of the client. The fundamental aspects are the time horizon of the investment, any foreseen contribution or withdrawal of capital, the client’s risk adversion (or propensity), the tolerance of volatility of the interim results, the level of understanding of the financial products and the mechanisms of operation of the financial markets.
In a second stage a portfolio proposal is elaborated taking into accounts the constraints emerged during the analysis, with the objective to maximize the return/risk ratio.
A direct and transparent relationship with the customer is established through meetings with the managers, monthly newsletters and performances reports. This allows to supervise step by step both the respect of the mandate and the attainment of the objectives. In this way the customer gradually acquires a greater knowledge of the management process.
In a second stage a portfolio proposal is elaborated taking into accounts the constraints emerged during the analysis, with the objective to maximize the return/risk ratio.
A direct and transparent relationship with the customer is established through meetings with the managers, monthly newsletters and performances reports. This allows to supervise step by step both the respect of the mandate and the attainment of the objectives. In this way the customer gradually acquires a greater knowledge of the management process.
