Portfolio management

Mont-Blanc Wealth Management Services’ independence and objectivity is key to our approach. The portfolio management is unbiased and there is no single pressure to push any funds or structured products whatsoever.

We do not sell any investment products, but instead we analyse potential opportunities and solutions from your perspective. This incudes the search for the ideal custodian(s), negotiating a fair pricing, attractive terms and conditions and state of the art reporting next to the potential to present strong risk-adjusted returns.

Ask us for instance for a second opinion of your portfolio. You will be positively surprised!

We have a partnership with several highly qualified portfolio managers who offer independent active investment (discretionary) management and advice. They have the complete freedom to practice an active style of investment according to a dicretionary or -advisory mandate, within a controlled, highly efficient and regulated environment.

Our challenge is to identify global investment themes and trends, excellent funds and efficient products and securities for you instead of slavishly following benchmarks or indices or spending time on replicating the efforts of other analysts.

Mont-Blanc Wealth Management Services offers you a comprehensive range of investment management services.

We strongly believe in acting as your advocate in order to deliver the best solutions available, based on your unique goals and individual circumstances.

For all financial questions we will act as your primary point of contact as it is a real challenge to handle the often overwhelming burden of complex financial components.

To discuss our portfolio management services in more detail please feel free to contact us.

Mont-Blanc Wealth Management Services is keen to provide you with advice on strategic asset allocation in order to meet your long term goals.

We believe that the investment process starts with top-down thinking of the causes and the directions of change in key economic fundamentals such as inflation, growth and corporate profits. This is followed by a bottom-up analysis focused on identifying the best options for your investments.

We consider the mix and choice of assets as the key source of performance in the long run. It is clear that the outlook for the several asset classes changes over time, and strategic asset allocation involves the periodic rebalancing and optimisation of your portfolio in order to at least meet the returns that you expect of your portfolio against a defined level of risk.

For the majority of our clients, our strategic asset planning and advice including the portfolio implementation (tactical asset allocation) is the most important service.

We also offer rather unconventional solutions where a flat level of risk is defined (eg 6 % or 12 % Value at Risk) in combination with a pro active asset allocation. As often the experience of some of our clients with other portfolio managers was that once they signed for a certain ‘profile’ (eg defensive or moderate) the asset allocation was actually very ‘static’, because of the tolerance in bandwith per asset class, while the level of risk (Value at Risk) was extremely volatile over time, causing huge fluctuations in return of the portfolio.

Often our Portfolio management services are offered in tandem with the establishment of an appropriate wealth structure, but it is also available on a stand alone basis.

Mont-Blanc Wealth Management Services offers you a discretionary investment service that allows you to delegate the management of your portfolio(s) to one of our highly qualified asset managers where we have a partnership with.

A substantial number of our clients select only one entity as their sole investment manager, while some clients use a number of investment advisors, where we are the intermediary contact.

The process is as follows; after a thorough consultation, you and the investment specialist agree on an investment strategy, reflecting your investment goals for the long term, your investment horizon and your attitude /appetite towards risk.

Hereby the daily management of your portfolio is left to the investment manager with evaluations and updates from time to time. Some of our clients choose to be in frequent contact with the investment manager by telephone, email or by means of visits at home or at the clients’ office(s).

Our total independence and objectivity is key as this ensures we are solely driven by what is in your best interest.

We recommend a blended approach using direct holdings, active and passive funds, structured products and derivatives when constructing portfolios.

Mont-Blanc Wealth Management Services offers you an advisory mandate next to the full delegation of the investment management of your portfolio(s). It is designed for those of our clients who prefer to be actively involved in the daily decision making.

Of course both type of mandates can be chosen when a portfolio is split into two, one part being where you are actively involved in the allocation of assets and another part which is delegated!

Should you choose an advisory mandate you will be frequently provided with investment ideas, advice and guidance, but you will retain ultimate control over the investments.

Active engagement and regular client contact ensures the building of a strong partnership with our advisory clients who benefit from a pro active and timely access to a full range of ideas.

Investment choices span domestic and international equities and bonds, funds and hedge funds, commodities, currencies and derivatives. When making investment decisions, clients of our advisory service benefit from enhanced access to our extensive network of investment professionals and our partnership with independent asset managers.

Mont-Blanc Wealth Management Services understands that for today’s women wealth structuring and investment management are important issues. We aim to address the very specific needs of women and combine them with tailored advice.

Ladies banking is a part of our integrated offering, where particular areas that offer added value to our female clients are highlighted. One can say that money and finance is a man’s thing in the male-dominated societies you know. But, in reality, in our experience, women often take responsibility for their own living and related finance issues or have impressive careers. We take particular account for these women’s specific needs.

Special attention is also given to professional sportsmen and women with regard to their financial affairs. In many cases they are confronted with financial issues at a very early stage of life that deserves proper guidance.