« The assets of Authentic Capital’s customers are always deposited with first-rate financial institutions, freely chosen by the client. Authentic Capital does not hold any client accounts on its own books. »
Discretionary or Advisory Portfolio Management
Two kinds of collaboration can be setup : discretionary portfolio management means full client asset management delegation to us ; advisory mandate in which we provide active financial advisory with the support of our banking partners.
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We follow an investment process which, through a high degree of flexibility, is designed to respect and meet our clients’ needs and preferences closely. This is achieved through a truly customized service offering.
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Based on the result of an analysis of your return expectations and sensitivity to risk, we suggest a strategic asset allocation that aims at providing optimal and coherent results over a given time horizon. Overlaying that allocation, tactical opportunities will be seized in order to allow the investment portfolio an efficient development through different cycles.