From a client's profile to a forward-looking, risk-managed plan — built, projected and protected on a single canvas. Outlook to implementation, one continuous story.
A wealth proposal used to take weeks. Now it takes a meeting — outlook, allocation, projection, risk and the next move, on one canvas.
Built on quantitative rigor and decades of private-banking experience — engineered to turn an investment profile into a defensible plan you can present live, then protect.
Each plan is a single, continuous story — every move reads from the one before it. Here's the shape of it, without the secrets.
Pick a bank or asset-manager outlook and the plan inherits its world — regimes, regions, sectors. Change the view, the plan moves with it.
A risk-budgeted allocation across equities, fixed income, alternatives and FX — sized to the profile, not to a template.
The median path and the spread around it over a chosen horizon — directional guidance, drawn straight from the plan.
An x-ray of the concentrations and factor tilts a holdings list never shows you — rates, credit, value, momentum, USD beta.
A hedge against a named risk, a tilt toward a conviction — protection and upside, proposed automatically on the same engine.
Markets, regimes, macro signals and the builder — the same engine, read from every side. A glimpse, not the manual.
Six construction styles, each with an explicit rationale — then shaped to the profile and the house view. A starting point, never the ceiling.
Low-cost beta core with smart-beta & thematic satellites, sized by conviction.
Equities, fixed income, alternatives and FX in a single risk-budgeted plan.
Dividends, credit and structured income with capital-preservation guardrails.
Exclusions, best-in-class or impact tilts — on the same underlying engine.
Theme-led baskets with explicit factor & sector tilts and concentration limits.
Pure factor sleeves or multi-factor blends sized to the chosen risk budget.
A short, narrated film of the proposal — voiced, scored and branded with your logo. The same data the client meeting runs on, ready to share.
Two decades across private banking and markets — RBC, Banque Syz, Deutsche Bank, Colb — now building the plan behind every profile.
A 30-minute walkthrough on your own book is usually enough to know whether we can help.
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