Tristan de Gouvion Saint Cyr specializes in
investment strategies for HNWI, ranging from vanilla products in various asset
classes to sophisticated structured set-ups.
Tristan de Gouvion Saint Cyr works in
collaboration with investment bankers, asset managers, stockbrokers, life
insurance companies and charities to create custom-tailored solutions.
Tristan de Gouvion Saint Cyr's scope of advisory
incorporates financial planning, investment portfolio management and a number
of aggregated financial services, including the use of trusts and other estate
planning vehicles, business succession or stock option planning, and the use of
hedging derivatives for larger blocks of holdings.
These fiduciary services are provided through
partnerships with banks, trust companies, and registered investment advisers,
serving as trustees, executors, personal administrators or discretionary agents
having direct responsibility for managing assets for or on behalf of the
client, as well as estates, private foundations and other entities. Providers
of these services (“personal fiduciaries”) also may serve as trust protectors
or non-discretionary advisors having an indirect impact on the management of
such assets.
Using these solutions helps to preserve
interests for the long term, while retaining the flexibility and control
required to meet evolving needs, as well as to protect family, assets and
wealth from political, social, economic or personal uncertainty. They can also
be used to keep business and family interests confidential, both during and
after lifetime, and plan for and mitigate tax liabilities.
Through a process of careful analysis
determining the client's financial goals, purposes in life and life's priorities,
and after considering resources, risk profile and current lifestyle, a balanced
and realistic plan maps a course of action on 'what needs to be done' to reach
those goals.
Alongside the data gathering exercise, the
purpose of each goal is determined to ensure its meaningfulness in the context
of the client's situation, and subjected to a reality check by considering the
individual's current and future resources available to achieve them. In the
process, the constraints and obstacles to these goals are noted by Tristan deGouvion, allowing for further refinement of the strategy to be adopted. An
investment strategy rooted in the understanding of each investment objective,
risk profile and expected return steers towards investment success. In today’s
volatile global markets, Tristan de Gouvion believes that investors need to
reassess the risks which they are prepared to take, and reconsider how their
existing investment objectives can be achieved. Tristan de Gouvion has an
investment approach geared towards diversification in order to reduce overall
portfolio risks and to enhance returns over the long term, which is crucial to
help cushion portfolios from market fluctuations. Experience of previous market
crises over the past 20 years, shows that challenging times nevertheless have
been embedded with attractive investment opportunities for investors to take
advantage of.
No comments:
Post a Comment