Investment Advisory

The lightest intervention of Lares on a client’s wealth is the Advisory service. Through this service Lares acts a Diagnostic of the current portfolio, suggesting investments in various asset classes with a selection of the best in class investment vehicles and also employs constant supervision of the portfolio. Discretionary management. Lares’ HNWI clients demand capital preservation and an efficient risk/reward profile. Lares holds a high level of technical expertise on the creation of asset allocation strategy and has a very strict methodology when employing its expertise. Our methodology starts with a detailed analysis of both the appetite for risk held by each client and its investment horizon. Once these characteristics are delineated, our team of experts decide in accordance with the client, the allocation between asset classes, duration of investments and geographical exposure, then with an instruments picking approach selects the investments able to optimise performances while controlling risk.

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