RISK MANAGEMENT

Our objective is to provide our clients with a solution that is adapted to their specific needs in terms of expected returns, risk tolerance, future liquidity requirements and potential tax and legal restrictions.

We select investment classes that don’t interact, so that the volatility in each class will not affect one another. While one investment may be slowing or decreasing in value, your other assets may stay strong, as well as your returns. Portfolio hedging is used to reduce the risk of adverse price changes for an asset and market volatility. There are many types of hedging that we can use: Options, Futures, Diversification, and more.

Through a rigorous investment process, our investment committee then decides on an asset allocation that takes into account various variables like the liquidity of the investment vehicles and the diversification in terms of regions, sectors and currencies. Combined with a rigorous macroeconomic and graphic analysis, we then create a portfolio that will achieve the best performance at a given volatility.

We select the best investment vehicles among the world’s leading banks and financial institutions, offering a true open architecture platform to our clients. Unlike many banks and asset managers, we do not invest in any in-house products but rather focus on selecting the best mutual funds, exchange traded funds (ETFs), structured products and hedge funds available in the market.

TYPE OF ACCOUNTS

Managed accounts are accounts on which Primo Asset Management has full discretion to manage the assets according to a pre-agreed risk profile. Clients with managed accounts delegate the day-to-day investment decisions.

Primo Asset Management has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account.

Clients who have managed accounts with us are typically professional business people who do not wish to get involved in the day-to-day investment decision process and believe in the long-term risk-adjusted returns we have been able to achieve.

Advisory accounts are accounts on which Primo Asset Management can place orders that were instructed by the clients. Clients with advisory accounts make the final investment decisions themselves.Primo Asset Management has a limited power of attorney on the account, with the authority to manage the assets but not wire cash or securities out of the account. Our primary role here is:

· To give our clients investment advice on a regular basis
· To support our clients in the pre-selection of possible investments
· To share views with our clients on current market developments

Clients who have advisory accounts with Primo Asset Management are typically finance professionals with significant market experience who are interested in benefiting from our extensive knowledge of the market and network but wish to keep full control on the investment decision.