Wealth Management
OUR PHILOSOPHY
“Investors spend more time choosing their portfolio manager than defining their investment strategy.”
Northern Trust Report
Investors spend more time choosing their portfolio manager than defining their investment strategy. Without clear objectives, they fail to implement a real investment philosophy. Moving from tactical choice to tactical choice, they accept hidden risks, which usually result in disappointing performance.
Crescendo’s teams rely on a robust and efficient process that aims to maximise returns in any market environment. This ensures that analytical errors and human biases do not lead to irreparable underperformance. Year after year, the objective is achieved and allows our clients’ capital to grow in a sustainable manner. Based on endowment-style investing, our diversified approach significantly outperforms traditional allocations, including substantial exposure to alternative, private and illiquid markets.
Endowment funds are assets managed by non-profit institutions such as major US universities, hospitals and sovereign wealth funds. For several decades, these organisations have significantly outperformed traditional investment methodologies by adopting a very long-term investment approach, including strong exposure to alternative, private and illiquid investments.
OUR OFFERING
“We have invested in cultivating the internal expertise required to identify the right opportunities and implement them securely”
Douglas Kalen, Managing Partner
Portfolio Management
Building and managing multi-asset class portfolios. Whether on an advisory or discretionary basis, our teams help you define and execute an investment strategy that suits your risk profile and meets your objectives.
Family Office Services
Our Family Office Services cover a wide range such as assisting with trusts, estate and legacy planning, structuring of wealth through trusts, foundations and other securitization vehicles, developing a Family Vision, coordinating with third party providers, or even setting up a Private Investment Office.
Consolidation & Reporting
The consolidation of assets, both financial and non-financial, aims to provide a global view of your total net worth. Through the preparation and the generation of a comprehensive report, the consolidation process enables the asset management team to better advise you on your investment decisions, taking into account different factors that include your assets, liabilities and cash flow requirements.