To enable you to create a personalized investment strategy, our investment managers
offer three different portfolio models for structuring your private investment account. All
of the strategies can, of course, be combined according to what best suits your needs
and goals.
Special Asset Classes
These have clearly defined investment goals. They can be combined to form a portfolio or used separately as additions to an existing portfolio for additional diversification.
Your Benefits
• Privacy
• Flexible investment strategy
• Hedge against decline of home currency
|
• Global diversification
• Liquidity
• First class custodians
• First class customer service |
Strategy Classes
These are primarily structured according to your tolerance for risk and market volatility. Based on modern portfolio research and theories, expected performance and risk models of a portfolio can be calculated. Our special client analysis tools will guide you to the category and custodian best suited to your financial goals and risk profile.
Your Benefits
• Asset protection
• Privacy
• Flexible investment strategy
• Hedge against decline of home currency
|
• US-tax deferral
• Global diversification
• Liquidity
• First class custodians
• First class customer service |
Private Insurance Portfolio
A Private Insurance Portfolio strategy combines a bank account, a brokerage account and an insurance policy under one asset-protected umbrella. This all in one account provides maximum flexibility for investors.
Your Benefits
• Asset protection
• Privacy
• Global investment flexibility
• Hedge against decline of home currency
|
• Tax-free death benefit
• U.S. tax-deferral
• Tax-free income
• First class custodians
• First class customer service |
We understand the concerns of international investors like you. Whether you need global diversification for lower risk and higher returns, tax advantages, maximum asset protection or even ready access to your funds, we can design a portfolio that’s just right for you. And because we are independent, we can help you choose the right investment manager with no conflicts of interest. |
