THE STAGES OF THE ADVISORY PROCESS
Map the Full Capital Structure
Wealth analysis goes far beyond basic regulatory requirements. Prior to any recommendation, your wealth is mapped out in its true operational reality: what exists, where it is held, in what form, under what constraints, and who drives the decisions. Assets, banks, legal vehicles, and governance are analyzed as a single system to uncover risks, opportunities, and dependencies.
Define Long-Term Objectives
Defining goals clarifies what wealth must protect, fund, or enable over time, balancing personal needs with market realities. The MiFID process maps time horizons, loss capacity, and risk tolerance; our dialogue on investment principles aligns expectations, future events, and sustainable risks, ensuring the client remains an active and conscious decision-maker.
Establish Strategic Allocation Boundaries
Strategic asset allocation translates the client’s objectives, MiFID profile, and liquidity constraints into a long-term framework within which the wealth may be invested. It establishes measurable ranges of exposure and concentration within which investment opportunities can be assessed and recommended. As a disciplined reference point, it guides sustainable risk over time without relying on forecasts or automatic decision-making.
Investment Opportunity Assessment
Opportunities are assessed through a subtractive discipline: before selecting, we exclude what does not deserve capital. Instruments, managers, and businesses are analyzed for quality, resilience, durability, costs, sustainability, valuation, and margin of safety. Only after verifying consistency with the client’s MiFID profile, strategic allocation, and objectives are the alternatives narrowed down to a targeted set of opportunities suited to the client’s portfolio over the long term.
Target Portfolio Definition
The target portfolio takes shape from two key decisions: which opportunities deserve capital and how much capital can prudently be allocated to them. The quality of each opportunity guides its selection; strategic asset allocation defines the risk perimeter, role, and weight each may assume within the client’s overall wealth. The resulting structure is reviewed in terms of concentration, diversification, expected volatility, and adherence to risk limits, with a preference for structural balance, clarity, and long-term consistency.
Advisory-Guided Implementation
Implementation does not mean acting quickly, but defining how much capital to deploy, when, and under what conditions. Each recommendation may specify size, timing, and phasing, calibrated to valuations and the market’s appetite for risk. The advisor brings discipline to the decision-making process without discretion, execution, or management of financial instruments: investment decisions and implementation remain the client’s responsibility.
Manage Risk Over Time
Risk is reviewed on a non-discretionary basis against the client’s MiFID profile and strategic asset allocation. Positions are reviewed with discipline, not in response to short-term volatility, but to assess whether fundamentals, valuations, and the original investment assumptions continue to justify their role and weight in the portfolio. Material changes in individual opportunities or in the market regime may lead to adjustment recommendations, without ongoing monitoring or portfolio management activity.