Investment Management

Our world class private client business provides a unique investment experience to highly qualified individuals, their families, the people and institutions that advise them. We listen and understand the precise needs of these clients and structure investments that sustain and grow their wealth.

Our Approach

Investment Evaluation
Through our discrete and highly personalised service, we evaluate each client’s needs by taking full account of your risk profile, time horizon, future cash flows, investment preferences and other investment requirements.

Strategic Asset Allocation
We believe 70% of returns is attributable to investing in the right asset classes and that maximizing returns + minimizing risk = market outperformance. Therefore, we seek opportunities in a wide range of asset classes and are sensitive to the trade-offs between risk and return. This enables us to generate stable but quality returns and to provide the appropriate level of portfolio diversification.

Portfolio Construction and Rebalancing
We are self-motivated and energetic investment managers driven by the knowledge that the markets we operate in are very dynamic. Based on our analysis of current market conditions and economic trends, we review each client’s portfolio on a regular basis and evaluate possible adjustments that would maximize returns.

Performance Measurement
The GTB Asset Management investment process is incomplete without adequate performance measurement. Performance is measured by relating achieved results to set objectives in order to ascertain reasons for variations. Deviations of performance from objectives are adequately addressed through a continuous process of reviewing investment objectives and future asset allocations.

We invite you to learn how GTB Asset Management can enhance your wealth.

At GTB Asset Management, our institutional investment managers establish strategic partnerships with our institutional clients, listening to what they want and providing them with innovative solutions to meet their long-term goals. This is what defines and motivates us in everything we do—from our investment platform and broad research capabilities to our performance evaluation systems.

Institutional Client Focus
Every relationship begins with a thorough understanding of each institutional client’s specific situation, including regulatory constraints, investment objectives, risk parameters and liquidity requirements. We provide customized solutions to a broad variety of clients around the globe, including financial institutions, pension funds, foundations and endowments, governments and corporations throughout the world.

Customization and Innovation
Our clients have complex needs and we understand that standard strategies don’t meet the needs of every client. So we offer flexibility in return targets and benchmarks, and we blend traditional investments with new and innovative alternative asset classes. For example, many institutional clients are looking for ways to maintain their basic portfolio allocations while boosting returns – and without adding significant risk or committing a lot of capital. We are able to combine that base portfolio with an alternative investment overlay into a seamless solution.

Global Perspective, Local Resources
We believe that there is just one, increasingly global market. That’s why the firm has investment professionals from the best houses locally and internationally, thus allowing us to combine a broad view on global trends with a deep insight into local dynamics-and into market inter-relationships.

We invite you to learn how GTB Asset Management can help your institution today