Pomery’s core business is tailor-made portfolio management for private individuals. Portfolios are deposited with various custodian banks and Pomery acts on behalf of its clients via portfolio management mandates.
Our tailor-made portfolio management relies on four key principles
- Enhance capital gains when financial markets are positive while reducing risks of losses to ensure capital preservation. Thanks to our highly professional investment tools, we are quick and tactical in order to continuously adapt portfolios to markets conditions. Dedicated continuous positions monitoring and risks control ensure that portfolios are being treated with a special care. Open, independent and flexible, we focus on the regular growth of our clients’ wealth.
- Adapt portfolios according to our clients’ needs and investments objectives. At Pomery, tailor-made asset management means having a constant good knowledge of clients environment and needs which are reflected both in the investment profile and in the special day-today care of portfolios.
- A full and clear understanding of all portfolio’s components by our clients. We invest in transparent instruments that are easy to explain, to monitor and, when needed, to sell. Risk arises if you are not – for various but not always obvious reasons – positioned in accordance with your views.
- A long term, regular and stable relationship with our clients, based on mutual trust.