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WMP’s investment philosophy is aimed at achieving absolute returns for our clients and not primarily at beating a particular benchmark. Our conservative approach to investment is ideally complemented by innovative investment concepts. We know that we can generate added value for out clients by active asset management.
We believe that strategic weighting of investment categories is the crucial element of asset allocation. The structure of portfolios is continuously realigned to match market conditions and moves within clearly defined fluctuation margins. The key components of our investment philosophy are the proper deployment of first-rate external fund managers as part of our discretionary asset management (open architecture) and the indexation of certain asset components, as well as cost-efficient implementation.
When it comes to currency allocation, we orientate ourselves primarily to each client’s reference currency and keep currency risk within limits.
Independent research and opinions that can diverge, where appropriate, from the general consensus are indispensable for successful and often anti-cyclical investment. Our investment decisions are based on meticulous analytical groundwork combined with technical chart analysis.
Vigilant risk management is a prerequisite for maintaining and augmenting our clients’ assets. We use a proprietary modern portfolio management system to detect, evaluate and contain all categories of risk, such as currency risk, market risk, securities risk or liquidity risk.
Our fees are based on the principle of complete transparency for the client. We are free of conflicts of interest.