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Portfolio Management

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The investment consultant team can help clients entrusting their portfolio investment decisions with the company to plan, define and implement dedicated investment strategies on the basis of the general strategy developed and adopted by the Investment Committee.

The Investment Committee tailors the general strategy of portfolio asset allocation by:

The Investment Committee carries out its decision-making process in five steps:

The above mentioned points allow the Company to build unique and tailored investment solutions for its clients and to provide High Net Worth individuals with a service that is normally used for institutional investors.

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