OUR SOURCE OF INSPIRATION
FOR YOUR INVESTMENTS
SOURCE
OF INSPIRATION
Building wealth is important. This is a complex area. For this reason, we favor a tailor-made approach in order to offer our customers a personalized service, accompanied by competent financial advice.
By establishing personal and lasting relationships, we take the time to analyze your needs and your financial situation in order to define your investment expectations and offer you tailor-made solutions.
Example of missions developed
Analysis of your needs
At the beginning of the management process, we carry out an analysis of your financial situation and assess the risks that you are ready to assume in the context of your investments on the financial markets.
We exercise the management mandates entrusted to us according to the framework rules in force established by the Financial Market Supervisory Authority
The investment strategy
The objective of our management is to combine performance and preservation of capital, and aims to increase your wealth in the long term.
We develop an investment strategy based on an understanding of the economic and market cycles corresponding to your risk profile and the type of mandate selected. Clients who entrust us with a management mandate delegate investment decisions and the monitoring of their portfolio to us.
Your risk profile
PHH Solutions establishes with you a risk profile which defines your risk appetite and tolerance, taking into account your financial and family situation, your investment objectives, your knowledge and your experiences.
Throughout our relationship, we regularly check the development of your personal situation to ensure that the risk profile always meets your needs. After the interview, you choose the management mandate best suited to your needs.
Implementation
The qualified manager, supported by teams of specialists, adapts our investment strategy to your specific profile. The portfolios are invested in order to benefit from major market trends which may last for several years.
You are assured of an appropriate distribution of investments, of regular monitoring of your assets, while benefiting from direct investments in securities or in funds that we manage or that we have selected based on strict selection criteria.
Insurance & Provident
Our insurance and provident experts analyze your needs and adapt the tailor-made investment solutions in terms of insurance or provident