We are a global, independent multi-specialist asset manager, delivering bespoke investment solutions and advisory services to institutional and retail clients, financial intermediaries, and third-party mandates.
Thanks to our complementary strategies a nd approaches in all geographical areas and each asset classes, we offer dedicated investment solutions in line with our clients' needs.
LevelEdge
We provide sustainable investment solutions
Our sustainable investment approach is based on two complementary principles: the integration of ESG criteria into financial analysis and an engagement policy that allows us to have an impact on the companies in our investment universe. We wish to encourage companies to adapt their practices and to participate in the orientation of financial flows towards players who integrate ESG challenges into their strategy and provide concrete solutions.
Our philosophy
We actively manage our portfolios with a goal to outperform the market, whatever the market conditions, and with a controlled level of risk. Our investment strategy is based on three key principles that drive our investment decisions regarding allocation, sector and partner selection.
Our three core investment principles are Conviction, Fundamentals and Convexity.
Investment solutions
Direct Management
Our Direct management expertise covers a large range of strategies, including European equities, large small and mid-cap, thematic as well as fixed-income and balanced funds. Our investment style is characterized by a long-term, high-conviction approach, which is reflected by taking strong positions in certain securities, sectors and thematic areas.
Our talented and innovative teams develop and manage a conviction-oriented fund range on all asset classes, including equities, Fixed-Income, Convertible Bonds and Flexible Diversified Funds, dedicated to institutional clients, external distributors and independent financial advisers.
Open Architecture
Our Open-Architecture Solutions gives us the freedom to recommend funds that meet each client's best interests, even if they aren't proprietary products. Our open-architecture asset allocation combines top-down and bottom-up approaches.
With the benefit of more than 20 years of experience, we are recognized as one of the pioneers of open architecture fund allocation and selection. We offer innovative solutions: fund research and fund related advisory, consultancy to portfolio managers, investment management advisory. We rely on four core principles: a rigorous Open Architecture, the search of excellence, an active portfolio management and a robust risk management.
THE ADVANTAGE
VERSATILITY
Capital for any purpose
MORE VALUE
Fair return on investment on 100% for your assets
EFFICIENCY
All transactions are completed and funds accounted with time efficiency.
SECURITY
All transactions executed using industry standard methods and trusted legal and accounting partners
