The art of investing and portfolio construction

Your individual solution & plan

Our Portfolio Management Mandates

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Providing exceptional capabilities, proven experience, innovative and state-of-the-art wealth management solutions to individuals, family offices and other institutions. 


"Successful investing is anticipating the anticipations of others."

(John Maynard Keynes)


Fellow Investor,

  • Where are you today?
  • Where do you want to be in the future?
  • How will you get there?
  • Do you have a plan?


Let us help you maximize the probability of achieving your goals.


"A goal without a plan is just a wish." - Antoine de Saint-Exupéry


Your investment policy statement should include the following topics:

  1. Set your long-term needs, objectives and values.
  2. Establish your time horizon.
  3. Determine your rate-of-return objective and select the asset classes.
  4. Define the level of risk that you can accept.
  5. Document the investment methodology.
  6. Establish a strategic implementation plan.


Risk Management, concerning the follwing risks:

  • Market
  • Inflation
  • Long-term goals
  • Diversification
  • Credit
  • Interest rate
  • Currency
  • Volatility
  • Liquidity
  • Leverage
  • Counterparty
  • Reinvestment
  • Operational
  • Geo-political
  • Investment specific
  • Valuation 


The biggest risk you face is the risk of not having sufficient investment capital to meet your long-term goals.


To combat this risk, you'll need to include stocks in your portfolio in order to both stay ahead of inflation and provide the growth you need to reach your objectives.


Your Risk Tolerance:

If you align your plan with your risk tolerance, you'll be able to maintain your strategy in both strong and weak markets.

Ask yourself: "What's the worst one-year return I could stand without abandoning my strategy?"


What’s your risk-profile?


Your Involvement:

  • How involved do I want to be in the investing process?
  • Who else do I want involved in my financial planning?




Lawrence A. Sautter

Your Global Investment Manager


Beat the market with a consistent investment approach in the never ending search for ideas and alpha.


We have been advising investors like you on how to squeeze the biggest, safest profits out of the stock market for more than 25 years.


We will invest in stocks of any style, of any size, from any country that offer us the potential for healthy gains.

However, with the core portfolio we will stick to our stringent proprietary selection criteria, which is a blend between quantitative and qualitative analysis, value/growth/quality conviction-type of style and an active disciplined risk management through country, sector and asset diversification.


Derivatives are used only for the purpose of efficient portfolio management, hedging and/or to lower cost or to drive extra income. We also incorporate a top-down view into the portfolio. With the non-core of the portfolio we have a flexible, pragmatic approach that should enable us to outperform in different market environments. By investing in stable return stocks, we seek to deliver attractive risk-adjusted returns, with a low volatility profile in both developed and emerging markets.


Our clients place their trust in us because we share their vision of what finance should be. We take the long term view and always strive for a fine balance between performance and prudence.


Our in-depth grasp of companies and economic fundamentals allows us to build on experience and expertise investing through multiple economic and market cycles.


Our  investment research process analyses a company's entire capital structure, providing a comprehensive approach to assessing opportunity and risk. An understanding of global markets and the driving economic forces behind them inform our active, fundamental approach to investing.


Our mission is to help you gain from the global opportunities and keeping you a step ahead.

We offer both value and growth strategies to meet your investment objectives.


It's not just the assets you pick. It's how you put them together.


It's like cooking, how much, when and for how long do you put the different ingredients together to serve an excellent dinner.


With our multi-asset strategy we have a performance aim of cash (1-month EURIBOR) +4% per annum over 5 years before fees. This performance aim is not a guarantee, may not be achieved and a capital loss may occur.


Guided through our proven global thematic investment process, we combine stock selection and diversification across a variety of countries and types of investments. Only with strong convictions you get high quality results.


The key to generating alpha is to follow a dynamic and flexible approach, investing in strong and stable franchises with the ability to grow profits through different market environments.


We are also an independent fund selector boutique.




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