Wealth management

In ethical wealth management, the traditional asset management process, which is based solely on financial parameters, is interpreted in the light of the client’s personal investment restrictions.

 

 
clarity
and
transparency
as a matter
of course
 

Management

Strengthened by its traditional values, Landolt & Cie SA has steadily adapted its approach to wealth management in step with developments in the financial markets.

Wealth management has had to adapt to a vast number of changes in the political, economic and legislative environment since 1780. Today, the complexity and volatility of the financial markets coupled with the emergence of new risks pose just as many new challenges for our portfolio managers. Nonetheless, they remain intent on offering our clients a personalised service with the desired performance.

 

To advise you, we make use of advanced techniques for analysing, controlling and managing risk, enabling us to optimise the management approaches we employ.

Management mastered

Landolt & Cie SA has chosen to centre its wealth management activity on a limited number of sources of added value. This ensures well-informed investment decisions and a deeper understanding of the way they interact.

This model gives our portfolio managers increased scope for action, leading to more effective risk management. Whilst the bank’s approach to investment therefore favours active decision-making, systematic checking procedures intervene at every stage to ensure meticulous risk control.

 

Our philosophy of active management, based on adapting the investment strategy to changing trends in the economic and financial environment, and the products used to carry it out, enable us to offer innovative management concepts, particularly appreciated by investors in search of performance.

 

The methodology chosen to execute an investment strategy will influence both the risk and the return. The choice will therefore depend upon the investor’s inclinations in those two fundamental respects. Which type of added value should be emphasised for that specific client? Furthermore, to reach the performance objective, the strategy will almost always draw on a number of sources of added value, such as tactical asset allocation, geographic and sector allocation, choice of style (growth or value), choice of instrument, the cash allocation and, in the case of bonds, quality and duration.

 

The management concepts we propose offer simple, innovative solutions spanning most asset classes and types of mandate.

Management personalised

In wealth management, the first source of added value is the choice of investment, followed by the decision regarding when the investment will be made.

Consequently, whilst the strategic allocation is decisive, it will be all the stronger for adjustments in the form of short-term tactical allocation changes. Whether the objective is relative or absolute returns, performance depends primarily on the efficiency of the strategic allocation and the tactical adjustments. No matter what the strategy considered, it is thus essential to know how to fine-tune the portfolio risk in order to profit fully from the investment opportunities.

 

Our "advisory" mandate provides a unique response to numerous investors who are looking to improve the management of medium-term risk.

Management sustainability

Globalisation, rising standards of living, competition for limited resources and surging commodity prices all indicate a pressing need for new concepts of sustainable development.

Whilst Geneva is acknowledged worldwide as one of the main centres of wealth management, what is less widely known is that the city is also a hub of global commodities trading.

 

Little has been done since 1972, the year when the Stockholm Declaration explicitly recognised the need to protect our planet. However, more and more investors are recognising the merits of a sustainable approach. Pierre Landolt has already blazed the trail in carbon capture and biofuels, be it in Brazil, Mali, China or Switzerland.