Strategic Asset Allocation: Preserving Substance, Shaping the Future
Why strategic asset allocation is decisive for our clients
A tailored investment concept that takes individual risk capacity, long-term objectives and personal requirements into account is the key to sustainable wealth creation. Strategic asset allocation forms the foundation of professionally managed wealth and, for many of our clients, is the decisive factor for lasting success.
Long-term success needs a clear structure
Strategic asset allocation is a structured, data-based approach to portfolio alignment – with the aim of capturing opportunities and managing risk systematically. A thorough analysis of the existing wealth structure identifies weaknesses, surfaces optimisation potential and derives clear target values for return and risk. In particular, an intelligent interplay of asset classes with differing correlations can improve how a portfolio behaves across market phases.
For our clients, strategic asset allocation is a central building block of their investment strategy
Especially in times of volatile markets, geopolitical uncertainty and regulatory change, a robust, scientifically grounded allocation model is more important than ever. We support you with a holistic strategic asset allocation process that maps the path from the current allocation to an optimised implementation for the future direction of the wealth.
The path to an optimised portfolio alignment
The process begins with a thorough analysis of your current wealth structure. In dialogue we jointly define clear targets: expected return, acceptable risk, tolerable volatility, maximum drawdowns, as well as possible liquidity and distribution requirements.
This is followed by a target–actual comparison: How well does the existing portfolio fit your objectives? Which asset classes make sense? Where are concentration risks or unused potential? From these findings we develop an optimised allocation along the so-called efficient frontier – a calculated representation of all portfolio mixes with the best return–risk ratio.
Intelligent diversification for lasting success
We consider not only traditional asset classes, but, on request, also illiquid investments such as real estate, private equity, venture capital, agricultural or forestry land, through to crypto investments or specific ESG criteria, possibly combined with an impact catalogue. The aim is always to establish a robust, future-ready wealth structure that supports your financial and non-financial goals as fully as possible.
From strategy to response: the role of tactical asset allocation
After the strategic alignment, tactical asset allocation follows in ongoing wealth management. It makes it possible to respond in a targeted way to short- to medium-term market changes – for example interest-rate moves, geopolitical risks or economic cycles. While strategic asset allocation sets the long-term framework, tactical asset allocation allows flexible fine-tuning to capture opportunities and actively manage risks without losing sight of the overarching objectives. Tactical asset allocation is carried out in particular by mandated asset managers whom we identify together with you in an asset-manager selection process.
Further information
