We are dynamically proactive in our decisions, never losing focus of our clients’ unique needs, and always acting in their best interests. Our diversified investment approach is designed for both wealth preservation and investment appreciation.
After all, our aim is to build inter-generational relationships through sound investment.
Our Approach includes:
Our Family Office Investment Approach
1. Taking the Time to Understand Each Client
Our central and enduring task is to establish a thorough understanding of each client’s current and future lifestyle priorities and the underlying purpose and ambitions they envisage for capital entrust to us. We begin our investment relationships by first deep-diving into:
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Our Clients’ overarching financial vision,
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their investment expectations and aspirations,
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the relationship between assets entrusted to us and their broader investment portfolio, and,
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the dynamics of their investment time horizon.
2. Strategy Formulation
Once clarity has been established around our client’s medium and long-term objectives, we judiciously craft an investment strategy, in consultation with our Wealth Management Ecosystem Partners, reflective of our client’s risk tolerance and return objectives, applying our seasoned understanding of prevailing macro and micro investment themes and the asset allocation and fund selection capable of successfully exploiting them for wealth appreciation.
3. Strategy Execution
Our client’s purpose-built investment strategies are executed by our Swiss Wealth Management Ecosystem Partners’ seasoned team of investment professionals. Our clients additionally benefit from a globe-spanning, world-class investment ecosystem comprised of both standard and alternative investment opportunities.
4. Continuous Performance Assessment
In association with Swiss Wealth Management Ecosystem Partners, we constantly assess the effectiveness of our recommended strategies, promoting those that perform in-line with or above expectations, while taking immediate corrective action for those that do not.
Kobolt Wealth Group,
Family Excellence, Effective Performance.
Kobolt, Investing Now for the Future.