OUR APPROACH

BRC's unique holistic and independent approach ensures that clients' interests are aligned to focus and provide the best-in-class tailored solutions. 

We define all aspects of circumstances and financial position to identify the actions that need to be taken to meet our clients’ goals. This means that their objectives drive the planning process, rather than the need to sell financial products. 

Our holistic approach allows us to help our clients to step back and take a big picture view of the situation, putting their issues into the perspective of their short and long-term plans. These personal considerations are placed at the centre of everything we do, and we believe that only when we fully understand these are we able to provide meaningful advice.

 Our Investment Philosophy is based on three main pillars:

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Geographical Diversification

We control long-term risks through Geopolitical diversification

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Sector Weighting

We base our sector weighting on fundamental market assessments

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Currency Allocation

We have our currency allocation on fundamental analysis of economic conditions

OUR PROCESS

Once we define an investment strategy according to your preferences, we build your portfolio by allocating your funds across different asset classes and choosing the best products within each asset class. We then continuously monitor and rebalance your portfolio making use of short-term market opportunities as well as considering long-the term market trends. Reporting periodicity and structure is performed at your convenience.

01

Define Investment Strategy

02

Asset Allocation

03

Product Selection

04

Active Management

Defining an Investment Strategy is a complex task that requires careful consideration of both, rational and behavioural factors.

 

We duly evaluate our clients’ investment goals, investment horizon, risk attitudes, liquidity requirements and currency preferences. We pay respect to personal considerations such as family circumstances, income situation and specific wishes of our clients.

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RISK TOLERANCE: Low to Moderate

EXPECTED RETURN: 3%-6%

INVESTMENT HORIZON: 2-5 years

KEY INVESTMENT BENEFITS:

  • Low volatility

  • Stable & regular returns (coupon payments)

  • Stable growth& moderate capital gains

  • Relatively liquid asset classes

RISK TOLERANCE: Moderate to High

EXPECTED RETURN: 5%-8%

INVESTMENT HORIZON: 3-7 years

KEY INVESTMENT BENEFITS:

  • Regular returns (interest & dividend payments)

  • Capital gains

  • Long-term potential through exposure to companies' growth

  • Relatively liquid asset classes

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RISK TOLERANCE: High

EXPECTED RETURN: 6%-12%

INVESTMENT HORIZON: >5 years

KEY INVESTMENT BENEFITS:

  • Regular returns (interest & dividend payments)

  • Additional returns provided by AIs

  • Capital gains

  • Diversification (low correlation to AIs with the market & other financial instruments) companies' growth

  • Long-term potential