Our multi-custodian portfolio management under mandate :

  • You choose your bank.
  • We offer you a personalized management mandate.
  • We are commited to managing your portfolio without the possibility of withdrawals on our part.

Our approach is that of a responsible investor, not that of a speculator. Our watchword : manage risk.

We apply a methodical quantitative approach to investment :

Continuous monitoring of exposures : monitoring of investment limits for asset classes (strategic & tactical). If we can invest in risk up to the upper limit defined with our clients, we have no lower limit in the event of a crisis.

Monitoring and control of currency exposure (currency risk hedging).

Continuous monitoring of positions (« Stop Loss » / « Take Profit »).

© Kahn & Cie Financial Experts. All rights reserved. Photos : views of Geneva.