Complete analysis
A detailed and thorough analysis is the essential prerequisite for all our management decisions, which are made taking scrupulous account of the goals and priorities defined with each client. It is based on an overall analysis of the global economic situation, the health of national economies, micro- and macro-economic indicators and a detailed study of business sectors and companies.
Choice of assets
Fuchs & Associés Finance looks at sectoral and geographical distribution as particularly important factors for the security and performance of client portfolios. Moreover, investment orders are executed through intermediaries whose quality of service, rates and speed of execution are some of the best in the market.
Flexibility between different classes of assets (cash, bonds, shares) is absolutely key for us, because our management is entirely non-benchmarked and reactive.
Measurement of investment choices
Fuchs & Associés Finance regularly calculates the performance of client portfolios and compares performance with the principal market benchmarks.
Options
A number of criteria can be used to personalise portfolios:
- reference currency
- asset allocation: 5 available profiles
- account type (bank account or Fuchs & Associés Finance account)
- contract type (discretionary management or advisory management)
Total flexibility
- European passport: Activities possible in the 27 European Union countries and Switzerland.
- Banking diversity: We can manage assets in any depositary bank, but we can also advise you in your choice of the best banks and charges applied.
- Access to 20,000 funds and SICAVs through Fuchs & Associés Finance.
- Several investment strategies depending on your priorities.
- Very broad and highly professional asset management services.
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The group