For us, portfolio management is an essential service aimed at planning and implementing customised investment strategies to optimise returns with a keen eye on asset protection
Portfolio management has an important meaning at Finpromotion, namely making informed and strategic decisions on the investment portfolio.
A dedicated team of experts
Our team, with over 20 years of experience, is constantly analysing and researching the most suitable investments. Our experience allows us to react quickly to regulatory changes, ensuring that assets are always managed in accordance with current directives.
Portfolio optimisation research based on proprietary monitoring models
We use proprietary monitoring models to optimise the investment profile, ensuring that the portfolio is always aligned with risk tolerance and investment objectives.
Application of dedicated asset allocation models tailored to individual needs
Our asset allocation strategy is specifically designed to meet individual needs, ensuring that each investment is aligned with long-term objectives.
We offer flexible and transparent asset management contracts, designed to meet specific needs and ensure maximum investment efficiency. Our wealth advice is designed to follow every aspect of wealth management, from planning to succession.
“The most important rule of trading is to play great defence, not great offense”
Paul Tudor Jones: Hedge Fund Manager