Asset Management services
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We aim to achieve a long term relationship and be the preferred partner for independent insurance brokers, insurance companies and their clients. Performance, risk-management, transparency and monitoring are key in a long term relationship. As we put the insurance broker at the center of our business model, we have been building partnerships with many large insurance companies.
Discretionary Portfolio Management
At the core of our investment philosophy is the balance between performance and risk as we strive to realize a best-in-class management of our client portfolios.
We do not hold client assets. The client opens a bank account at one of the custodians we work with, after which the client grants us a portfolio management mandate.
We offer different types of services: