Research and market commentary from several trusted sources.
We meet a vast number of market specialists such as strategists, economists and analysts and build ourselves an aggregated view on how the market really thinks and positions itself.
Global markets and
financial news providers
around the world.
Our information edge comes from our ability to have an active dialogue with multiple trusted sources such as global investment banks, market data and news providers.
Active dialogue with leading portfolio managers across asset classes and markets.
We implement clients’ investment plans by using the best-performing active managers, most efficient passive vehicles and selected private market strategies otherwise out of reach for our clients.
We have dedicated investment advisory services for clients with strong interest and knowledge of markets and investing. We provide the same quality service also for clients wishing to delegate the day to day management to our team of investment professionals.
Both services are backed up by our team of seasoned industry specialist, our house view and state of the art investment instruments and analytics.
We provide comprehensive, fully tailored investment advice for clients who wish to interact and discuss investment alternatives and markets with our seasoned specialists.
Our team has a long history for advising entrepreneurs, family offices, foundations and pension funds, providing them with active advice on investment strategy, asset allocation, ESG integration, portfolio optimization and instrument selection with full access to outstanding active managers, private market opportunities, direct bonds and best ETF’s. Our unique portfolio reporting solution allows in-depth analyses and consolidation of all holdings.
For clients wishing to delegate investment decisions to us, we offer discretionary portfolio management solutions where we manage investments based on agreed guidelines, targets and risk limits.
Our House View form the strategy foundation which is then implemented by using the outstanding managers and efficient ETF’s that we have identified. In addition to a public markets portfolio, we recommend long-term investors to implement also a private markets strategy to complement traditional public markets only investments. We provide industry leading portfolio reporting and an online portal, a House View publication and regular interaction with our clients.
The foundation for successful wealth management is based on the capability to aggregate and understand clients’ full situation in an efficient manner.
We have a unique capability to provide reporting and advice on our clients’ full holdings. Since 2012 we have developed our reporting tool, the X-Ray. The reporting services are today offered through a separate company, JAY Solutions.
We believe sustainability is a return and risk driver in long-term investing and thus, it should be integrated in all investment decisions.
Our team has a long history of advising family offices, foundations and institutions on ESG investment strategy and implementation. Our ESG investment experts and dedicated ESG working group covers both public and private market developments in the area.