A tailor-made portfolio optimised for each of your clients financial needs is not a luxury. It is a must.

The value of a portfolio in the long term is driven by asset allocation. The availability of cheap and efficient investment vehicles, such as ETFs, has revolutionised the asset management industry by returning a lot of value to clients. But like a house, it is the design of the house, and not the cost of the bricks that truly defines its value. The next revolution in asset management is to make an optimal asset allocation available to every investor.

For each of your clients, every day, we will compute the allocation that will help them reach their financial objectives in a faster and safer way. We will evaluate the optimal mix of assets by taking into account your client objective, risk level, personal constraints and existing investments outside of their portfolio (real-estate, private equity, bitcoins). You will also be able to integrate your views on every asset class and apply it to every portfolio you manage.

Building a portfolio that optimally integrates so many parameters and constraints is complex, but it will also dramatically increase the value that you will deliver to your clients. With our help, each of your client, large or small, will get the portfolio that will make its financial journey faster and safer.

Model Portfolio Services at a glance:

Tailor-made as a standard

You create a template that contains an investment universe, a currency, a given risk level, standard constraints and economic views. Then you can customise every single aspect of your client’s allocation according to its specificities and requests, and change it at every moment. Switch to ESG? Change of circumstances? Your new portfolio is already re-calculated. Tailor-made portfolios are no longer a luxury.

Portfolios with a view

How are the views of your CIO implemented in your portfolios? Our portfolios integrate your views into the asset allocation of all of your clients. You don’t have a CIO? We can provide you views from a number of renowned economists that will be used automatically during your next rebalancing.

Your are not a robo-advisor

Your clients have chosen you, for a good reason: you provide value to them. By automating the portfolio optimisation process, you will add value to your investment services, and have more time to focus on the strategic areas of your business.