Successful/efficient wealth managers must meet following criteria:
- Profound professional & economic knowledge,
- Global perception,
- Broad market knowledge,
- At least 10 years of professional experience,
- Stringent and consistent risk management,
- Individual approach,
- Strategy building skills,
- Open minded view,
- Well informed.
Based on the above qualities, it is clear that investments are not only about numbers. Investments are much more about how we can transform our knowledge and experience acquired into consequent strategies which, from period to period, can increase return on invested capital in a balanced way. The most suitable method for this is wealth management aimed at achieving absolute return. Achieving absolute return is what enables the wealth manager to increase the portfolio value regardless of market trends and directions, to flexibly manage risk and minimize it in an uncertain market environment, and increase the number of assets of higher risk when trends are improving. Our applied strategies combine fundamental approach, technical analysis and an event-oriented approach to which an algorithmic strategy based on mathematical models is also connected. Our goal is that regardless of whether our Clients use our wealth management service as private individuals or legal entities, they will always know we are working to achieve their financial goals and we will regularly inform them about the materialisation of these. As an independent asset management company, we do not offer products but aspire to preserve & increase the wealth our Clients have entrusted us with to manage.
