Asset Management
Capital preservation and strong liquidity are the trademarks of our investment strategy. In order to achieve this, we apply rigorous due diligence processes, make conservative assumptions in our financial models and understand all the associated risks prior to investing our clients’ assets.
Our objective is to ensure that the portfolio is constructed in such a manner that it takes into consideration each client’s investment preferences and restrictions. We pay careful attention to the investment objectives, risk tolerance, liquidity needs and risk profile of each client. Our experience has shown us that most clients fall within predetermined risk profiles, which vary from risk-averse on the one hand to high-risk tolerance on the other.
The key to successful asset management lies in the ability to apply the correct asset allocation to the relevant risk profile in order to optimise the portfolio’s risk-return requirements. To ensure we strike this balance correctly, our investment strategy is a collaborative effort between our investment and portfolio management division, whose research and experience determines the allocation of assets, and our relationship managers, who carefully analyse client requirements and review them on a regular basis.
Our investment professionals then utilise fundamental market and economic analysis to offer a comprehensive investment approach covering both traditional and “alternative” asset classes, where entrepreneurially-tailored investments in fixed income and real estate play an important part in helping our clients achieve their investment goals. This allows us to operate in a systematic manner, thereby ensuring sustainable long-term financial growth for our clients.
Our process of engagement includes:
- Analysis of existing financial affairs
- Risk profile interpretation
- Presentation of optimal asset allocation
- Ongoing management and refinement of asset management strategy.
Our services include:
Investment Strategies
We offer five standardised investment strategies, from conservative to dynamic, developed in accordance with your risk tolerance profile.
Discretionary Mandates
We consider your special investment objectives, preferences and restrictions and, where possible, develop and manage your bespoke solution.
Asset Management with Investment Funds
The optimal investment strategy is implemented in an investment fund portfolio contained within an appropriate legal structure.
Search Banque Louis and subsidiaries
Private
Banking
We offer traditional banking services in a personal and discreet environment, carefully protecting and growing the respective wealth of our clients and for future generations.
Finance &
Property
We regard property as a secure and profitable asset class, which forms the central pillar of our extensive range of financing options.
Our
Philosophy
The three pillars of Banque Louis are relationship banking, applying an entrepreneurial methodology and taking a multi-generational approach to wealth creation.
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