Wealth Management
From strategy to tactics. From asset allocation to the choice of individual assets/financial products. All by using optimisers developed by us.
WealthManagement

Core principles

Investment and financial management expertise to develop cutting-edge strategies, thanks to the professionalism of an international Management Committee with members in Luxembourg and Milan.

Risk management

Volatility rather than expected returns in portfolio construction for greater stability and predictability.

Diversification

Maximum diversification through a portfolio with a simultaneous multi asset and multi- style approach.

Decorrelation

Use of alternative strategy products as the key to decorrelation from the financial markets.

Method and discipline

Consistency of principles for a disciplined, rational and repeatable portfolio construction process.

Instruments

Our management team aims to ensure the best exposure to international financial markets through an optimal selection of European mutual funds and SICAV, UCITS, ETFs, equitiy and bonds thanks to access to the main global financial centres.

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UCITS funds

Selection is made through the use of proprietary quantitative analysis of portfolio quality, track record and through direct discussions with the manager in order to determine the management style.

ETF

We select only ETF that guarantee optimal market liquidity and effective management of the underlying portfolio.

Equity

The best ideas on the market selected by the Pharus Sicav sub-fund management team and integrated with quantitative systems designed specifically for asset management.

Bonds

The best ideas on the market selected by the Pharus Sicav sub-fund management team and integrated with quantitative systems specifically designed for asset management.

Conservative Management

The Conservative Management strategy is designed for those who wish to invest primarily in bonds with low volatility in order to achieve moderate capital growth. It is an alternative to traditional cash and bond products.

The portfolio is diversified with investment across asset classes – bonds, equity (up to 10%) and balanced funds. Up to 70% of assets can be invested in UCITS and other UCIs, with a maximum of 25% in subordinated bonds and convertible bonds.

Conservative Management

Prudent Management

The Prudent management strategy is aimed at those seeking a broad diversification of investments, with the choice of markets and styles being delegated to the manager. Managers aim to grow the assets through quantitative strategies for long-term allocation, and discretionary strategies to respond to changing market conditions over the medium to short term.

Up to 70% of assets can be invested in UCITS and other UCIs, with a maximum of 10% in subordinated bonds and convertible bonds, and up to 30% in equitiy.

Prudent Management

Balanced management

The Balanced management strategy is the right solution for medium-risk profiles. The broad diversification of strategies and asset classes makes it possible to adapt to changes in the market environment while keeping portfolio volatility under control.

The choice is delegated to the manager, and the portfolio can invest in equity strategies (up to 50%) and up to 40% in UCITS and other UCIs, with a maximum of 25% in subordinated bonds and convertible bonds, in both developed and emerging countries.

Balanced management

Dynamic management

The Dynamic management strategy is aimed at those who want a disciplined and flexible equity investment in order to achieve significant future asset growth. The multi-manager and multi-style approach enables long-term capital appreciation mainly through the selection of UCITS (funds and SICAVs).

Up to 100% of assets can be invested in equities, while up to 40% can be invested in UCITS and other UCIs, with a maximum of 20% in subordinated bonds and convertible bonds.

Dynamic management

Equity management

The primary objective of equity management is to increase capital with a long-term time horizon and a high level of risk. International equity instruments are selected through a quantitative momentum strategy, which aims to identify trends in the financial markets.

In this regard, the broad diversification in terms of issuers, sectors, factors and countries is aimed at ensuring a continuous optimisation of the portfolio with respect to the different market cycles.

Equity management
Un team internazionale ed eterogeneo

Un team internazionale ed eterogeneo.

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