Investment Strategy
At Prospergate, we strive for a value-oriented top-down investment strategy that is aligned to realize a sustainable and an outstanding risk-adjusted performance.
The first step in this process is to undertake a fundamental assessment of the targeted economy and the political environment, and an analysis of the current valuation of different assets classes. Based on the above, we can determine the relative attractiveness of different asset classes in order to take advantage of the opportunities that the market offers, see where the current price and underlying values are misaligned, and manage overall portfolio risk.
Our investment strategy is based on the product of well-diversified long-term asset allocation whose main purpose is to deliver strong risk-adjusted results for our clients. We regularly review long-term asset allocation and make sure that it fits with the corresponding risk profiles, as well as our prospects of long-term market returns, volatility, and correlations.
In our monthly asset allocation meetings, which may also take place ad hoc, depending on market developments, our active short-term asset allocation strategy is defined.
Finally, we hold weekly investment meetings to discuss recent market developments and single investments maintained in our clients’ portfolios.
Our culture is shaped by independence, and this is firmly rooted in our internal structures and mechanisms. This allows us to focus entirely on providing our clients with solutions.
Additionally we design and implement combined solutions to solve the complex issues of our high net worth clients and their families. We make use of our valuable expertise in wealth management, in combination with an in-depth knowledge of our client’s background and circumstances. Independence, confidentiality and stability remain fundamental to all our processes and decisions.
Tailor – Made Investment Solutions
We offer tailor-made premium investment mandate solutions exclusively to our clients. From conducting in-depth analysis to establishing an appropriate strategy through customized implementation and regular review, we always take the time to understand our clients’ financial goals and personal circumstances. We achieve this through consultations with our clients in order to draw up a solution that is designed to achieve their specific financial goals.
Our neatly structured approach acts as a guide for our clients to accomplish their investment objectives. We always ensure that we provide the best possible solution depending on our clients’ individual needs at every stage.
Our investment committee is always accessible to our clients to actively manage and monitor their portfolio.
Our Structured Approach
In-depth Analysis
We take the time to gain a good understanding of your personal needs and your investment objectives.
Appropriate Strategy
Following on the in-depth analysis, we work together with you to draw up an overall wealth strategy that is geared to the long term.
Individual Solution
In order to implement the agreed strategy, we propose a number of alternative solutions to you that are tailored to your own personal circumstances.
Customised Implementation
We implement the appropriate solution for you in a lasting and reliable manner.
Continuous Monitoring
We regularly monitor the chosen solution to make sure it is meeting the set goals. Where necessary, we draw up appropriate measures for enhancement.
Portfolio Structuring
Prospergate delivers investment solutions adapted to the clients’ needs via flexible investment strategies:
The company proceeds with the following steps before allocating funds in any investments:
Step 1:
The company assesses the client’s profile, including return expectations, aversion to risk, liquidity requirements and overall situation. It is essential to map out several determining factors. This will allow us to define the ideal solution that will meet the needs of the client. Therefore our team works in tandem with its clients. This means that we spend the necessary amount of time together, to assess the client’s situation, share our views, and understand the client’s goals.
Step 2:
We rely on our pool of expertise to build the client’s portfolio. We discuss in detail our asset allocation model and our strategy committee decides on the allocated investments. We use a portfolio consolidation tool to correctly review these investments continuously.
Our expertise allows us to reach the client’s objectives according to the requirements the client sets. In order to accomplish this effectively, we offer various alternative methods of cooperation.
Additionally, we collaborate with most of the world major private banks. As such, the client has the freedom to deposit his assets with the bank of is choosing.
Step 3:
We deliver the portfolio that best suits the client needs and we monitor this portfolio very closely using the most effective strategies possible.
For further information, please contact [email protected]
