Active Investment Advisory

We offer strategic advice and portfolio engineering to clients who appreciate having overall control of their investment decision making. The individuals and families who have chosen PSI recognize the need and the value of a dedicated and professional team watching after every single potential market impact, around the clock and around the globe.

 

Our Investment Strategy

Jose Raul Capablanca (1888-1942), world chess champion from 1921 to 1927 and considered as one of the greatest players of all time, once said: “In order to improve your game, you must study the endgame before everything else, for whereas the endings can be studied and mastered by themselves, the middle game and the opening must be studied in relation to the end game”

At , we build our investment strategy the very same way as we would approach a game of chess: each of our moves/recommendations is conditioned by what move we will make a few steps further, in order to reach our targeted end game: asset protection and sustainable performance cycle after cycle.

To achieve the above, we build diversified portfolios that continuously aim to hedge market fluctuations, while very selectively, and for a particular and confined allocation, we choose to follow a given direction when we identify a strong market momentum.

This is implemented by assessing risk on combined correlations across different parameters and asset classes while utilizing sophisticated and advanced strategies.

 

Monitoring and Reporting

PSI also provides a dedicated service team that supports each client in managing their private banking accounts. PSI monitors banking relationships to ensure banks’ platforms are continuously performing their administrative and executing functions properly and diligently. Furthermore,  helps clients and families have an integrated view of all assets held with various institutions in order to also ensure cross portfolio diversification.