Our Services
Tailored support to meet your wealth objectives
Investor Profile
• Gathering your information • Precise determination of your profile • Assessment of your risk tolerance • Delivery of the client onboarding document
Financial Goals
• Do you want to grow your wealth or protect it against inflation? • What annual performance would you like to achieve? • Have you built up an emergency fund? • Do you have any short-term projects? • How long are you willing to invest your money? We establish a concrete action plan to turn your wealth ambitions into reality.
Portfolio Construction
• Determining the type of financial portfolio: conservative, balanced or dynamic • Working towards a diversified allocation across as many asset classes as possible • Building each sector of the portfolio with weightings tailored to your profile The Patrimonis team supports you from day one so that you can understand and track the performance of your portfolio.
Personalised Monitoring
• A bespoke portfolio, created specifically for you and with you • Guidance to help you get started on the best investment platforms • Contact your adviser 24/7 — he will respond within 24 hours • Personalised recommendations based on your individual situation and answers to your questions
Dynamic Allocation
• Portfolio review at least once a month • Your adviser notifies you the same day if buy or sell adjustments are needed • Strategic cash reserve with annual yield • Monthly report tracking allocation and performance
Financial Content
• 2 detailed videos on macroeconomics and financial analysis every month • Regular emails to keep you informed of market developments • Monthly market commentary and strategy review • Educational sessions on specific topics upon client request
