Creating a personalised investment portfolio is a strategic step towards achieving your financial goals. At Assetrust SA, we will guide you through every stage of the process, taking a rigorous approach that is tailored to your unique situation and personal objectives.
1. Discovery and in-depth analysis phase.
It all starts with a personalised discussion. We take the time to talk to you in depth to fully understand your plans, constraints, priorities and long-term vision. This enables us to provide you with a clear and accurate assessment of your current financial situation, taking into account your income, assets, financial commitments and investment horizon.
2. Defining your investor profile.
Every investor has their own risk tolerance, preferences and return expectations. Using specialised analysis tools, we will identify your investor profile as either cautious, balanced, or dynamic. This profile is essential for designing a strategy that truly suits you while respecting your limits and objectives.
3. Building a tailor-made investment strategy.
Once your profile has been defined, we will develop a personalised investment strategy for you. This involves:
- careful selection of asset classes (equities, bonds, real estate, funds, etc.).
- optimal distribution of your investments (asset allocation).
We can also integrate specific criteria if you have preferences in terms of responsible investment or taxation.
Our goal is to create a balanced, consistent portfolio that can adapt to different market phases.
4. Implementation and regular monitoring.
Once we have agreed on a strategy, we will take action. We set up your portfolio with rigour and transparency. However, our support does not stop there. We monitor the performance of your investments over time and regularly reassess your situation, making any necessary adjustments in line with economic developments, market movements, or changes in your personal life.
Together, let’s bring your financial plans to life.
Would you like to learn more about our approach or find out how we can help you achieve your financial goals?
Take the first step and contact us for a personalised consultation. Together, let’s build a solid financial future that reflects who you are.
