Cornèr

Discretionary Portfolio Management

Added value

This comes from a search for the best medium-to-long term investment opportunities, an in-depth analysis of the financial markets, quality and liquidity of investments, autonomy and flexibility in the choice of the instruments and sectors in which to invest.
We also offer various management profiles designed to satisfy the Client's risk/yield requirements. All the profiles are based as a general rule on the Client’s reference currency, with the possibility of investing in other currencies on the basis of short-to-medium term opportunities.

Investment profiles

Conservative
Aims at obtaining a return that is not subject in the short term to the volatility of financial markets. This profile invests exclusively in bonds, giving priority to high quality debtors.

Conservative Plus
Aims at obtaining a return that is not subject in the short term to the volatility of financial markets. This profile invests primarily in bonds, giving priority to high quality debtors and, to a non-preponderant extent, in alternative investments.

Income Classic
Aims at optimising medium-to-long term returns, while limiting dependency on equity market volatility. This profile invests primarily in bonds, giving priority to high quality debtors, while maintaining a non-preponderant exposure to equity markets. Particular attention is paid to ensuring a careful selection of shares and equity funds, and the use of derivatives for protection and to optimise returns.

Income
The Income profile, other then the investment instruments used in the Classic Income profile, comprises alternative products with the objective to maintain a low correlation of these alternative instruments (hedge funds and commodities) with the other financials products.

Balanced Classic
Aims at optimising medium-to-long term returns. This profile distributes investments in a balanced way between the equity markets and other investment classes. Particular attention is paid to ensuring a careful selection of shares and equity funds, and the use of derivatives for protection and to optimise returns.

Balanced
The Balanced profile, other then the investment instruments used in the Classic Income profile, comprises alternative products with the objective to maintain a low correlation of these alternative instruments (hedge funds and commodities) with the other financials products.

Growth Classic
Aims at achieving higher absolute yields, with a medium-to-long term horizon. This profile invests primarily in the stock market. Particular attention is paid to ensuring a careful selection of shares and equity funds, and the use of derivatives for protection and to optimise returns.

Growth
The Growth profile, other then the investment instruments used in the Classic Income profile, comprises alternative products with the objective to maintain a low correlation of these alternative instruments (hedge funds and commodities) with the other financials products.