Discretionary asset management
At Createrra Finance, we put our expertise to work in order to provide you with high-value-added solutions for the long term. Security or performance? Preference for a medium- or a long-term investment?
The nature of your assets, their degree of complexity, your investment horizon, your sensitivity to risk, your tax situation, your legal situation, etc. are just some of the factors that will come into play when we shape the investment style for your portfolio.
We have three valuable qualities, which we harness to earn the trust of our clients:
- the talent of our team of managers
- our asset management expertise
- our excellent command of the most advanced asset management techniques (sophisticated analysis, risk control and decision-making tools).
Our open architecture policy enables us to unearth the best outside experts in high-potential investment themes (artificial intelligence, robotics, leading biotechnology firms, emerging consumer trends, etc.).
An open and pragmatic approach
We follow a meticulous portfolio management procedure: macroeconomic analyses and scenarios, asset allocations specifically adapted to risk profiles, etc.
We select only the very best opportunities, regardless of asset class: equities, bonds, real estate, commodities, alternative investment funds, private equity, etc.
When selecting individual securities, we take particular care to ensure that they satisfy qualitative and quantitative criteria, such as: earnings growth, predictability of income, relevant and viable business model, attractive valuation, etc.
Monitoring and reporting: all clients receive a quarterly statutory report. Moreover, information on performance and on the breakdown of portfolios is provided upon request at any time.
We have a fast and flexible decision-making process.