Socinvest
Finance offers a discretionary
management service to both individual and corporate
clients.
To ensure an optimal management of the assets it is being entrusted, Socinvest
Finance develops specific, tailored investment strategies based on:
a close examination of the client's
objectives
a rigorous analysis of the client's
need and risk profile
an asset allocation process that
produces a set of flexible recommendations
customized to the client's immediate
and future financial needs
a careful selection of first-rate
custody banks
access to high quality research Independent of any particular financial institution
Socinvest Finance is free to recommend
the most appropriate alternatives in
the market and to seek at all times to
minimize costs for its clients.
Socinvest Finance reports on the performance
of the clients' investments with periodic
and detailed statements, fully customized to the client's requirements.
Through its sophisticated investment
management platform, Socinvest is well
equiped to consolidate accounts across
depositary banks and report
globally on performance and allocation. |
