Portfolio restructuring and Construction

 

At 1875 FINANCE, we are aware that each client comes to us with a specific history. This is why we are dedicated to defining your needs by a thorough technical analysis of your portfolio and a more global investigation which reviews the following criteria concerning your situation:

- global assets

- family circumstances

- professional situation

- financial goals

- reference currency

- time horizon

- risk appetite

- deposits and withdrawals forecast

- any investment restrictions you may have

 

We use all of this information to structure your existing portfolio or to build up a new one based on liquidity, as well as to define a management profile which corresponds to your criteria. Our team of experts is there to meet your performance and reporting expectations.