Allocation and construction
Allocation connects objectives with the deployment of capital. Combining exposures involves liquidity, diversification, costs and behaviour across scenarios, alongside each component’s role in total family wealth.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Asset Management
Turning a wealth perspective into management discipline.
DISCIPLINE · DISCRETION · CONTINUITY
03 / PERCY & CO.
PERCY & CO.’s Asset Management division connects capital objectives with market analysis and exposure monitoring. Its starting point is alignment between time horizons, liquidity needs and the capacity to bear risk. The perspective remains that of family wealth as a whole.
Areas of attention
- Allocation and portfolio construction
- Analysis and selection
- Risk monitoring
Analysis and selection
Selection requires understandable and verifiable criteria. Processes, instrument structures, costs and risks should be examined consistently, distinguishing long-term convictions from assumptions that require review.
Monitoring and discipline
Management requires ongoing analysis of exposures and changing circumstances. Monitoring helps identify deviations, concentrations and changes in family needs while preserving the reasoning behind decisions.
Capital in its context
Capital is considered in the context of the family and its commitments. Analysis, monitoring and review form a consistent process that keeps decisions understandable as circumstances change.
PERCY & CO.
Questions that shape decisions
01Does the portfolio reflect family objectives?
02Which risks are intentional and which are concentrated?
03When should decisions be revisited?