Analysis of Risk / Reward Profile
Initially, GEPOLIS will undertake an evaluation of your portfolio, together with an analysis of your Risk/Reward Profile. Depending upon the latter, a joint decision will then be reached on the type of mandate which suits your needs at best.
According to your requirements, we can offer three types of mandates :
- discretionary asset mandate
- supervisory mandate
- advisory mandate
Together, we will identify your risk profile and tailor an investment strategy which corresponds to your objectives, while taking account of your individual and professional requirements. The best opportunities in each asset class will be identified, in order to achieve the ideal combination of anticipated return and assumed risk. Asset allocation is adjusted dynamically. Our investment strategy is based upon financial, technical and quantitative analyses of major banks. Before implementation, this strategy is checked and validated by the independent financial analyst Fransalipp SL, our specialized
partner in financial research operations (statistical systems, portfolio strategy, market analyses and competition watch).
Our network of international fiduciaries and tax experts, is available to conduct an analysis of the fiscal impact from returns on your total assets. Following their recommendations, we can provide customized asset engineering solutions.
GEPOLIS can undertake the management and administration of your wealth and personal affairs on a completely independent basis. Although Family Office services are customarily separated from our Asset Management activities, we can combine these two types of operations upon request, on the basis of a specific mandate. We can manage your everyday private and professional requests, your residences, personnel and vehicles. We can coordinate the supervision of administrative and operational tasks, in order to optimize your time schedule. Our Family Office department also coordinates interests of our clients in fields including art, property, businesses start-up, private aviation and many others. Our network of specialists, who are highly-qualified in their respective sectors of activity, will always be ready to meet all your requirements.