SERVICES
Wealth Management

Tailor-made Portfolio construction
We define an assset allocation which best suits our clients' investment objectives and strategies.
We take various criteria into consideration, such as:
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individual financial situation
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liquidity needs
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risk tolerance

Investment solutions
Depending on the risk profile, we look for the most suitable investment vehicles (direct investments, investment funds, ETFs, structured products).
Our tools allow us to screen all the investment universe and evaluate the funds in term of absolute performance and risk monitoring.
We also evaluate all the funds based on a qualitative approach taking into consideration the investment process, team and risk management.

Compliance services
Our compliance team assists our private clients and relationship managers in every step of the compliance procedure:
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Bank account opening
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Anti-money laundering audit
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Contract establishment

Performance monitoring & Evaluation
We provide our clients with tailor-made portfolios reports, performance and risk analysis.
Portfolio are constantly analyzed and rebalanced to maintain our clients' risk profile. Our tools enable us to analyze the current portfolio in order to identify the optimal investment strategy, taking into account factors, such as:
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Risk tolerance & control
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Portfolio consolidation
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Currency exposure
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Performance attribution
Asset Allocation: Approach & Process
Top Down/Macro research
Our investment team members share constantly their opinions on the current macroeconomic environment and fundamental data.
On a monthly basis, GFG and partners hold an investment committee during which analysts and relationship managers discuss current portfolios positioning, performances and potential investment opportunities.
Fund Selection
Our fund selection is totally independent. Its main criteria are the performance and competence of the fund manager.
Our tools allow us to screen all the investment universe and evaluate the funds in term of absolute performance and risk monitoring.
For each fund we also use a qualitative approach, taking into consideration the investment process, team risk management.
Portfolio Monitoring
Structured Products, volatility-linked products could be used to protect the portfolio.
Portfolio could hold hold important amount of cash in case of stress on the markets.
Volatility and Value at Risk (VaR) measure are used to assess the portfolio risk.
Performance attribution and sensitivity analysis are computed on a monthly basis.
Actively Managed Certificates (AMC)
Looking for more specific information?
Feel free to contact us.