Our Approach
Almost everything about us is different.
And we are proud of it.
We are an independently owned financial services firm. In FPA, we offer personalised services to our clients in the areas of Financial Services, Private Wealth Management and Investment Advisory. Our clients include private individuals, financial intermediaries and institutions.
In all ways, our approach reflects the integrity and vigour of our principles.
Foremost, we believe that an independent, objective investment policy with a long-term global perspective best serves the interest of our clients.
In selecting the best products for our clients, we are aided by modern technical tools. However, the most crucial tool of all that we offer is our experience. Our portfolios are managed to incorporate both strategic and tactical dimensions. Our focus at the asset allocation level is the strategic positioning of portfolios across markets according to their relative attractiveness.
We venture worldwide to uncover the most favourable opportunities for our clients. This global perspective allows us to help our clients invest in bond, equity and money market funds as well as selected hedge funds and private equity funds in the markets of United States, Europe, Japan and Asia Pacific. Selection of funds is based on stringent quantitative and qualitative analysis, whereby we choose the best investment vehicle available from each asset class.
All investment strategies are formulated via stringent and meticulous processes managed by an investment committee. This centrally managed investment approach ensures that the decisions that result are consistent and well thought-out. This means that our clients can always rely on the decisions made on their investments.
We have devised a series of investment strategies covering the full risk-return spectrum. Importantly, we conduct ongoing monitoring and rebalancing of our clients’ portfolio. Each individual portfolio is tailored to reflect each client’s specific needs and objectives, including risk tolerance, reference currency, time horizon and jurisdiction.
As we aim to help our clients build wealth over time, we align our strategies to our clients’ life goals. Our financial advisers seek always to understand fully our clients’ priorities and goals.
