Services / Investment Advisory
Investment Advisory
For clients who want to remain closely involved in their portfolio. I bring the research, the framework and a second opinion that is not trying to sell you anything; you keep the final decision on every trade.
How I work
Advisory work begins with an honest audit of what you already hold. Very often the first value added is not a new idea but the removal of duplicated exposure, expensive share classes, dormant structured products and currency risk nobody ever chose deliberately.
From there we agree the same thing a discretionary client would have: a written framework covering target allocation, position sizing, and the kinds of instruments that are in and out of scope. Without it, advice degenerates into a stream of disconnected tips.
Ideas are presented with the full case, not a headline. You get the thesis, the valuation work behind it, what would make me wrong, and how the position fits the rest of the portfolio. If a recommendation cannot survive being written down in a paragraph, it is not a recommendation.
I am reachable when markets move. The value of an adviser is highest in the weeks when doing nothing is the hardest and most correct action — and I would rather talk you through a drawdown than send a note after it.
Portfolio review
A line-by-line assessment of the existing portfolio: real cost, overlap, concentration, credit and duration risk in the bond sleeve, currency exposure versus your spending currency, and tax or reporting frictions arising from the instruments held.
Asset allocation
A strategic allocation anchored to your horizon and liquidity needs, with tactical deviations kept modest and always explained. Cash and short-dated bonds are treated as legitimate positions, not as a failure to invest.
Single-security work
Fundamental research on individual equities and bonds — business quality, balance sheet, cash generation, covenant and issuer analysis for credit, and the valuation at which the risk is worth taking. Entry and exit levels are discussed in advance rather than improvised.
Ongoing dialogue
Regular calls, written notes when something material changes, and a periodic review that measures the advice against the framework we set — including the trades we chose not to make.
Who it suits
- Experienced investors who enjoy the subject and want a rigorous counterpart rather than a delegate.
- Clients holding assets across several banks who need one coherent view of the whole.
- Family offices and professionals seeking independent second opinions on specific positions or allocations.
Discuss a mandate