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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.

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Supervisory

We monitor our clients’ accounts,

give general feedback and

advice, provide comprehensive

reporting and a global overview

of the entire wealth situation.

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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.

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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

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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

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Long-term Perspective

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Innovation

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Opportunistic Strategy

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Diversification

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Consistency

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Liquidity

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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.

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Investment Committee

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