First Class Solution
At Fortune we offer a high level of client oriented services, including tax planning support, asset allocation, succession planning and consolidation, delivering highly professional Investment Management Services to our “family” clients whom we know so well.
Our Services
Based on our long time acquired experience, we are dedicated to provide our clients personal boutique services.
We offer three levels of services according to our clients’ very individual needs.
Supervisory
We monitor our clients’ accounts,
give general feedback and
advice, provide comprehensive
reporting and a global overview
of the entire wealth situation.
Advisory
We advise our clients according
to their very individual asset
allocation preferences and risk
profile. We guide them based on
our portfolio strategies and give
them privileged insights to our
selected trade ideas as well as to
individual tailored made portfolio
strategies.
Discretionary
We assess our clients’ investment
goals with their risk profiles and
manage their trusted assets
in accordance with leading
portfolio strategies based on
a longstanding experience and
market knowledge. In addition,
we monitor the trading process
to ensure best execution.
Proven Track Record
Fortune has a long and established track-record in investment management. Our leading portfolio strategies have been steadily successful over years as reflected in the past performance of our investment products and managed accounts.
Investment Approach
Top-Down Analysis
Long-term Perspective
Innovation
Opportunistic Strategy
Diversification
Consistency
Liquidity
Risk Management
During the whole investment cycle, from the initial screening to the periodic portfolio monitoring, we put strong emphasis on a smart and sustainable risk management.
Over the years, we build our own risk management tools, that are based on real-time feed received directly to our Bloomberg based portfolio management system.
This system, is constantly deployed by an experienced team of analysts and risk managers. We combine static predefined risk alerts together with ongoing reviews and in depth analysis of our investment team.
Investment Committee
