Private Banking with a relentless focus on your goals
Time is your most valuable asset, which is why you would like to delegate investment decisions to an experienced investment professional. You need a solid and reliable partner who can manage your portfolio of assets to grow and protect your wealth – with a relentless focus on your interests and those of future generations. A trusted partner, for the long term.
At STB , our expertise in portfolio management, combined with the most advanced asset management techniques, means that you can be confident your assets are in the hands of trusted professionals, allowing you to dedicate more time to the things that matter most to you.
You can delegate the management of your wealth through our innovative, individually tailored discretionary mandates. They are designed to generate performance according to your investment objectives and risk profile. In this way, you can be assured that your investments are being carefully monitored at all times while benefiting from our first class investment expertise.
Our investment process
Our disciplined investment process is based on in-depth macro-economic and proprietary market research, which forms the basis for decisions on asset allocation and stock picking. The mandates are managed actively to ensure that the selected investment strategy meets your individual needs and investment goals.
Thinking differently to stay ahead
We closely monitor economic and policy developments in all the major developed and emerging economies in order to assess prospects for economic growth, inflation, interest rates, exchange rates, trade and capital flows, and sector balance sheets.
We examine the major themes driving the global economy and asset classes, including equities, bonds, commodities and currencies assets and how they fit into our overall global asset allocation strategy.
1. Look for direction in macro-economic cycles
We develop macro views across long, medium and short-term time horizons. Anticipating shifts in the economic cycle is crucial to our investment strategy and asset allocation.
2. Evaluate market movement
We look at behavioural biases, marginal investor movements and technical indicators in the market and identify inconsistencies between market consensus and our own views, based on proprietary research. We then test our hypothesis using forecasting models and the expertise of our senior portfolio managers. We have daily, weekly and monthly reviews of economic factors and look at how they are affecting movement in the markets.
3. Set asset allocation
We construct our asset allocation recommendations through a combination of strategic, thematic and tactical views based on our understanding of macro economic factors and, of course, the needs of our clients.
4. Security selection
We select the type and the actual investment which exploits the investment idea most efficiently. Our security selection includes mutual and hedge funds, bonds, equities, structured products and other alternative investments.
5. Implementation and execution
Portfolio managers implement research and security selection recommendations which best meet the needs of their client mandates. As multi-asset specialists we are able to find suitable investments that might be overlooked if we were restricted to one asset class or style. The firm has a strong sell discipline based upon market movement and valuation so the due diligence and evaluation process is on-going.
6. Managing risk
As active managers, although we cannot know the future, we can make informed estimates about every portfolio. The many dimensions of risk we monitor carefully, from liquidity to all metrics of variance, factor exposure and security contribution, allow us to share a deep understanding across teams. Along with industry tools, we continually innovate and improve our in-house risk models to ensure our portfolios are optimally positioned.
Investment services to suit your objectives
Whatever your risk tolerance, time horizon or asset class preferences we can help you develop an investment strategy that works for you.
And once we’ve charted the course for success, we can offer you a level of control that suits your needs. So whether you want to transfer the responsibility to one of our specialist investment professionals or you’d prefer investment advice while retaining control of your own portfolio, we have an investment service for you.
With our discretionary mandates, strategies that correspond to your investment objectives and risk profile are implemented in a disciplined investment process. Our advisory mandates are managed in a way that gives you access to our specialists and their recommendations when it comes to taking your own investment decisions.
