Investment Style
We offer asset management services to private, institutional and trust clients. As part of an independent wealth management group the Guernsey team provides a risk based approach using traditional and innovative investments to preserve and enhance capital.
We follow a disciplined investment process utilising the team of investment professionals based in Guernsey and the resources available across the Edmond de Rothschild Group. In order to achieve the client’s risk and return expectations, we construct portfolios that use multiple asset classes. We implement strategies that utilise both traditional and alternative asset classes.
Asset Allocation
Our investment committee meets weekly to consider economic data, market news and global events that may impact upon portfolios. Asset allocation is constantly reviewed but there are also formal asset allocation meetings at the end of each month.
The Guernsey office is responsible for its own allocations but these are usually in step with our Geneva, London and Paris offices that use a similar disciplined methodology with a long track record. Our asset allocation model and monthly commentary is available on request.
Past performance
The performance numbers provided are taken from an asset allocation model. The historical return is no guarantee of present or future performance.
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Portfolio Construction
We invest in markets, regions and sectors identified by our asset allocation process through bonds, funds and other instruments. In Guernsey we have particular expertise in fixed income and structured products. Equity and commodity exposure is taken through exchange traded funds rather than through individual stock selection, which we believe often leads to overtrading with little obvious benefit to the client.
The Edmond de Rothschild Group pioneered the Fund of Hedge Funds model and we utilise funds run by our colleagues in Geneva and London while emerging market exposure is sourced through our specialist Country Fund desk in London.
Facts & Figures
Portfolios are priced individually and according to size and can include custody fees as required. Our service includes access to the investment managers, cash management and formal written reports, including performance analysis on a quarterly basis. Where we act as asset managers we do not charge for transactions but solely on the value of the assets. This aligns our interest with yours and gives us no incentive to overtrade.
Where a client has no existing custodial relationship, we can provide custody from within the Group or through a Guernsey based custodian.
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