Investment strategy

Our objective is to provide our clients with a solution that is aligned with their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions. We select a investment profile that best suits our clients’ specific objectives.

Through a rigorous investment process, we decide on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions, sectors and currencies. Combined with a top-down and bottom-up analysis, we then create a portfolio that will achieve the best performance at a given volatility.

Intelligent Invest SA offers a full range of asset management services. An investment strategy is implemented after a thorough analysis of the client’s personal circumstance and the market environment. The assets will be managed either with a discretionary mandate (managed account) or with an advisory mandate (advisory account).

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Managed accounts

Managed accounts are accounts on which Intelligent Invest SA has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the day-to-day investment decisions to Intelligent Invest SA. The company has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account.

After a thorough analysis of our client’s financial situation that will include an assessment of the risk profile and personal circumstances, Intelligent Invest SA will set up an individually structured investment portfolio that will be consistent with our client’s expected return and risk tolerance.

Clients who have managed accounts with Intelligent Invest SA are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in the long-term risk-adjusted returns we have been able to achieve.

Advisory accounts

Advisory accounts are accounts in which clients will make the final investment decisions themselves.

Intelligent Invest SA has no power of attorney on the account.

Intelligent Invest SA’s role on advisory accounts is to give our clients investment advice on a regular basis, to support our clients in the pre-selection of possible investments and to share views with our clients on current market developments.

Clients who have advisory accounts with Intelligent Invest SA are typically finance professionals with significant market experience who are interested in benefiting from Intelligent Invest SA’s extensive knowledge of the market and network but wish to keep full control on the investment decision.

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