A personalized approach
Starting from a personalized assessment of your needs and objectives, we work to develop investment strategies aimed at protecting and growing your capital over time. With a tailored approach, and thanks to an international management committee, we offer financial planning and asset allocation services based on a rigorous methodology.
Instruments
We select mutual funds, ETF, equity and bonds on the major global financial markets to ensure optimal exposure to financial markets.
European UCITS
Selected on the basis of portfolio quality, track record and management style.
ETFs
Providing market liquidity and optimal underlying portfolio management.
Equity
Selected with the support of quantitative models developed specifically for the discretionary portfolio management.
Bonds
Selected with the support of quantitative models developed specifically for the discretionary portfolio management.
Discretionary Mandates
With the discretionary mandates, the investment decisions are delegated to Pharus Management Lux SA. Starting with the definition of the investment profile, the managers work on tailor-made strategies based on the risk profile, the investment objectives and the chosen time horizon.
Conservative investment approach
A primarily bond-based investment with low volatility to achieve moderate capital growth.
Prudential investment approach
Bond diversification, to grow capital through quantitative strategies for the long term, and discretionary, to respond to changing market conditions over the medium to short term.
Balanced investment approach
Broad diversification of strategies and asset classes in order to adapt to the changing market environment while keeping portfolio volatility under control.
Dynamic investment approach
A disciplined and flexible equity investment to achieve a significant prospective capital growth.
Equity investment approach
The objective is to increase capital with a long-term time horizon against a high level of risk.
