Fri 25th Jul 2014
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Citi Private Bank


Investment Philosophy
Our investment philosophy is based on a team approach where experienced portfolio managers work together using a set of disciplined investment processes to construct and manage client portfolios. We aim to implement a number of different but fully integrated processes to deliver one overall investment solution for our clients through diversified portfolios that are specifically tailored to their objectives and constraints, within a risk-controlled framework. We have dedicated fixed income and equity portfolio managers, while the team as a whole provide their input at the weekly fixed income and equity meetings. The team’s investment process leverages proprietary, as well as external, research to define the client’s strategic asset allocation, decide on tactical asset allocation and to select individual securities (equities and fixed income instruments), mutual funds and funds of hedge funds. We believe that buy side and proprietary research combined with a disciplined valuation framework identifies attractive investment opportunities. Our competitive advantage arises from the disciplined way in which we apply global research to make investment decisions in a fully transparent process. We have particular strength investing in traditional assets on a global basis.
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