We help design your personalised overall strategic asset allocation, whether you want to...
STRATEGIC-A
Assess, build and optimise your global wealth allocation in line with your performance objective and your risk appetite.
"Strategic-A is a powerful service which gives you a 360° view of your wealth by asset class. Strategic-A allows you to design the best strategic asset allocation for your wealth in line with your risk-return profile."
Sophie de La Chapelle
Global Head of Strategic Asset Allocation Advisory - UHNWI
Strategic Asset Allocation
A critical source of portfolio performance stabilization in the long run. More than 75% of the variability of returns associated with a portfolio is determined by Strategic Asset Allocation.
Get a full overview of your wealth
by asset class whatever the bank and the asset, associated to a quantitative and qualitative diagnostic.
Allocate appropriately a significant cash inflow
taking into account your current wealth allocation, objectives & preferences.
Be supported in long-term intergenerational transmission
with a full picture and the definition of key strategic allocation guidelines.
Highlight and measure your wealth's major risk areas
to get a different perspective.
Assess the impact of investment projects
planned in a specific asset class on your wealth risk return-profile.
Get proper guidance with an educational approach
to understand asset classes’ key characteristics and how to combine them in the most efficient way.
TAILOR-MADE ADVICE
Customised analysis
Strategic-A offers customised strategic asset allocation analysis.
Long-term optimisation
Strategic-A aims at optimizing your global wealth over the long term while helping you preserve your capital.
Dedicated expert teams
The Strategic-A team is composed of experts based in Paris, Brussels, Luxembourg, Frankfurt and Asia to assist you wherever you are located.
OUR EXPERTISE
Holistic vision
We take into account your existing assets, investment projects as well as your objectives and constraints.
Specific indicators
Our approach is associated with key indicators of performance and risk.
Optimal allocations
We model optimal allocations, integrating traditional asset classes as well as alternative investments (direct Real Estate, Private Equity, land, etc).
Key steps of a Strategic-A analysis :
1. Our experts give an overview of your global wealth
…by asset class, whatever the bank or asset, including alternative assets (such as direct Real Estate, Private Equity, land…)
2. They provide you with a thorough risk-return diagnosis of your wealth allocation
…based on our robust proprietary quantitative modelling
3. They analyse and model potential scenarios to optimise your wealth allocation
…in order to better reflect your risk-return profile, your specific needs and projects.
