Investment Governance: Your Benefits
Cost Control
0.25%-1% gain through effective cost management
Risk Control
1-2% improvement through risk control (FX, Rates, Factors, Permanent Loss Avoidance)
Selection
1-2% outperformance via strategic manager selection (banks, custodians, funds)
Total Value
Target 2-5% annual enhancement on investor risk profile
Our investment governance service provides essential oversight, ensuring coordination and strategic alignment above both custodians and asset managers to safeguard your interests.
Specific Benefits for Clients
Reporting (all your portfolios in one place): know what you own (assets and risks)
Portfolio monitoring: advising on strategic and tactical asset allocation (or manager) changes (including cash allocation)
Independent investment consultant joins your investment board
How to build exposure to non-traditional assets: private equity, digital/crypto assets, thematic niches (recent examples: gold miners, beneficiaries of electrification)
Market monitoring: specific opportunities in public and private markets (real estate, companies)
Outsourced CIO: review of specific investment proposals & tailored research. Review investments
Education of next generation - workshops
Consulting on FX hedging and your Interest Rates strategy (liabilities)
Financing solutions for private and corporate needs (balance sheet in competition)
Corporate finance, asset backed & structured lending, capital markets (finding the best solution in competition)
The Power of TAA and Cash Allocation?
Tactical Asset Allocation (TAA)
Capitalize on market opportunities by dynamically adjusting portfolio exposures or making thematic investments.
However, in practice, the cost of trading and the timing often make it a negative contributor for most investors
Cash Allocation
Maintain cash reserves for liquidity and flexibility in volatile markets.
Salvum Wealth has developed its own Risk Index to allow for the opportunistic increase of cash holdings and avoidance of large market draw-downs.
Compared to a long only index approach, it can add up to 6% p.a. over a long term time horizon
Partner Services (Bolder Group)
Trusts, Foundations, Companies, Private Label Funds and Private Assets Custody (Lux)
Wealth planning and global footprint strategy
Family Governance
Family Office Set-up
Private Assistant and Lifestyle Services
Philanthropic strategies
Financial Accounting and Reporting