Protect and enhance
your assets
To manage your assets in your best interests, we work to establish an optimal balance between your requirements and our convictions, between risk and performance.
Our investment philosophy
Our wealth and portfolio management services comply with the highest standards of the Swiss banking industry. We are able to leverage our extensive and recognised international experience to ensure we meet the strict requirements of a demanding clientele and manage their portfolios in the best possible conditions. As such, we are fully flexible in terms of asset allocation choices; we are able cover a wide range of investment vehicles and diversify our regional, sector and thematic exposure… Our job is then to build investment solutions that reflect our convictions and meet your individual objectives.
Expertise in private wealth management
Helping each of our clients with the implementation and planning of a wealth management strategy is our core business, which is why we are keen to establish relationships based on proximity, communication, and trust. While our client’s wealth profile will determine the selected investment style, we recommend starting with a ‘balanced’ approach before making adjustments according to your objectives or preferences. Safety over performance, mid-term or long-term… whatever your priorities, you can rely on our expertise to help with your decisions. For our part, we ensure the exposure of our portfolios to different types of risk is monitored on a permanent basis. If necessary, we can act in a very timely manner.
A group dynamic
Created in 2012, IRIS Finance International Group was initially envisaged as an aggregator of specialized services. A totally independent player, free in its tactical choices. This independence is reflected in the management strategies developed for their clients by the group’s entities; each subsidiary has retained its own investment philosophy and freedom of action in this area. The strength of IRIS Finance International Group is its ability to bring together promising companies in order to combine the talents that have made their reputation. To highlight their complementarity was the first reason of the group’s existence.
Protecting your interests and
preserve your peace of mind
In addition to the quality of its composition, a portfolio must be regularly optimized to give its full measure. The volatility of the markets also requires constant monitoring and the ability to react immediately when necessary. But your time is precious. This is why Compagnie Financière Genevoise I 1855 also offers a profiled management formula. In this way, you benefit from privileged access to investment funds that have proven their reliability, efficiency and value over the years. For this investment style, the risk-adjusted return profile and the corresponding allocation are defined within a strict framework.
CFG PATRIMOINE
Risk-profiled funds, for more simplicity
Managed by IRIS Finance, this FCP fund was created to provide a strict investment framework with a strong emphasis on risk control. Designed for a predetermined risk profile, this strategy is particularly suitable for clients wishing to be less actively involved in the growth of all or part of their investments.
See detailsDIGITAL STARS EUROPE
Momentum quantitative investment
Managed by Chahine Capital, the fund’s objective is to generate long-term capital appreciation and outperform the European markets as a whole by using a quantitative model to identify star performers.
Commercial and regulatory documents are available by clicking here.
See detailsDYNASTY GLOBAL CONVERTIBLES
Convertible bonds
Managed by Dynasty Asset Management, the fund aims to achieve long-term capital growth by investing primarily in convertible bonds.
Commercial and regulatory documents are available by clicking here.
See detailsAdvising and supporting you
You have specific expectations, a project to be carried out in the best conditions,
we are always available to talk about it.
