Manage your financial wealth effectively
Your specific needs and goals as well as your risk tolerance are at the heart of our asset allocation methodology. We have built two investment strategies which accommodate to your investment objectives.
Capital Resilience
Portion of your financial wealth allocated with moderate level of risk to generate consistent returns above inflation through market cycles. We recommend this strategy for an investment horizon longer than 3 years.
Capital Appreciation
This strategy involves a higher level of risk and is primarily invested in dynamic as well as illiquid assets. We recommend this strategy for an investment horizon longer than 7 years.
At your request, we can also establish management mandates to construct tailored investment portfolios which accommodate to your preferences.
The investment solutions offered by Fluence present a risk of capital loss. We invite you to consult your advisor before any investment.
