PORTFOLIO MANAGEMENT
Advisory and discretionary investment strategies
Advisory and discretionary investment strategies
Advisory and discretionary investment strategies
We provide advisory and discretionary investment strategies whereby we seek to optimize your portfolio considering your risk/return profile.
Our long track record provides comfort of our abilities to navigate times of market stress and preserve capital in those difficult times.
Our clients are provided with regular market and portfolio updates.
Our approach
Advisory and discretionary investment strategies
Advisory and discretionary investment strategies
Our investment approach starts with defining your investment goals and style. Considering your risk tolerance, we design your portfolio and establish a strategic allocation to maximize your risk return.
Complementary to our in-house investment expertise, we select investment solutions offered by multiple asset managers to build a diversified portfolio. Our extensive market knowledge and dedicated research provides you with access to the brightest asset managers and niche specialists. We selected those asset managers through intense due diligence procedures and follow their performance and strategies religiously.
This results in a diversified portfolio, perfectly tailored to your risk return profile and rigorously monitored by our management team.
Our investment philosophy
Advisory and discretionary investment strategies
Our investment philosophy
We believe that being different is not a "raison-être", being unconstrained and original however provides ample opportunities to differentiate our performance.
Be inspired and apply lessons learned in a smart, meaningful and consistent manner:
- Patience (Berkshire Hathaway) to stay clear of trouble and protect wealth
- All-weather (Bridgewater) to remind us of varying business cycles
- Endowment funds (Harvard and Yale) to consider alternative investments as a means of generating returns and diversification
investment management in challenging times
The current investment landscape
After a decade of interference of central banks into financial markets, there is an increasing need for a modern investment approach.
We tailor solutions that best fit the needs of our clients and accompany the transition of their investment strategy from a traditional to such a modern approach.
Challenges for the traditional financial services providers
- Traditional financial service providers are reliant on their own product revenues to sustain an expensive and bureaucratic business model
- There is an increasing equity allocation to respond to the low interest rate environment
- In order to reduce costs, not only the level of service and commitment to clients decreases, clients are further impacted by greater standardization and a "one size fits all" approach.
- Finally, traditional service providers are increasingly conflicted as their interests are not aligned with those of their clients. Apart from the already mentioned reliance on own product revenues, their employees and its management are bonus and incentive driven which is bound to negatively impact return on the client portfolios in the long run.
NextGen wealth management solutions
NextGen offers an independent investment approach while remaining closely connected with who we believe are the best fund managers and banks, leveraging on their ideas while remaining unconstraint and independent in our decision making.
Alternative investments and decorrelated strategies offer enhanced portfolio performance while adding to diversification of the portfolio as an effective means of risk management and protecting the downside.
NextGen offers tailored solutions dedicated to the clients needs.
As we are shareholders of our own company, we have a long-time horizon. Our interests are aligned with you and we partner with you to assure the wealth transfer to future generations.