We at Gonet & Cie SA adhere to a truly personalised approach, with no recourse to standardisation. Consequently, the way that we manage your assets will depend to a large extent upon your investor profile, which we define at the same time as your return expectations and your risk tolerance.
Defining your personal risk-return profile is a key step in determining the portfolio management strategy that will best reflect your goals.
We therefore devote particular care to understanding your needs. In discussion with you, we perform a complete analysis of your situation, including:
• Net worth
• Financial goals
• Time frame
• Reference currency
• Income needs
• Risk tolerance
• Withdrawals or additional funds foreseen
• Special restrictions
This information will play an important role, first in determining and applying your investment profile (see also Diagnostic & Solutions), and then in enabling us to target and capture the opportunities best suited to your profile, through the most appropriate strategic and tactical asset allocation.