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Investment philosophy | Portfolio engineering |
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Investment process

What clients should know.

Three core tenets characterise our style of private banking:
  1. We offer comprehensive wealth management services, not only portfolio management in its narrower sense.
  2. Capital preservation is as important as capital enhancement. We understand portfolio management as managing risk.
  3. We avoid conflicts of interest by restricting our activities to pure private banking services. We are not in the issuing business, nor in the fund management business.
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