Asset allocation

Studies show that up to 90% of a portfolio's return can be attributed to the asset allocation strategy. With a robust asset allocation strategy, clients can benefit from a balanced diversification.

Optimisation techniques are used to create an efficient portfolio specific to each client and within this framework, look at both strategic and tactical asset allocations and rely on extensive analytical tools as well as comprehensive market intelligence.

The Whole Net Worth Methodology addresses asset allocation across the full array of available investments, both liquid and illiquid, to reflect the global financial situation of today's high-net-worth individuals.

Tailored Portfolios

Exto Financials SA specializes in the broad range of portfolio management services. All accounts are opened exclusively in the name of the client at one of the major banks they work with globally and in Switzerland.

Clients can obtain instant e-banking, bank reporting, full bank services, plus special monthly reporting from the advisory team. The objective is to provide a personalized service from a professional team that is fully dedicated to its client satisfaction. In addition to offering classical Asset Allocation models, Exto Financials SA provides tailored made portfolios based on modern portfolio techniques to meet unique investment and liquidity needs.

Portfolio Management Value Chain