We believe that informed risk management as part of a smart and dynamic approach to asset allocation necessitates a combination of negotiable instruments and alternative instruments (that are not correlated to fluctuations in the negotiated market), global and sectoral versatility, and the creation of a system of checks and balances that will enable us to respond to changing market conditions.
Putting together a global investment mix that effectively meets the financial goals of wealthy families is a complex challenge due to the risk range, scope of investment, financial needs, and wide range of factors that dictate the strategy structure and investment portfolio. Four Seasons wealth managers are required to bring all the pieces together in each client and family’s financial puzzle in a responsible and professional manner, to produce a financial plan and investment mix that accurately reflect each client’s preferences and hierarchy of needs.
For this purpose, we rely on our extensive network of top-rated investment managers in Israel and abroad, leading banks, government institutions, private equity funds, and more. We also make use of innovative, state-of-the-art tools that enable us to safely navigate the financial world and manage the risk map in an informed and proactive manner. Our attention to detail ensures savvy tactical management and a dynamic allocation of assets, among other things, by adopting a unique approach that combines negotiable instruments and (non-negotiable) alternatives, global and sectoral versatility, and a system of checks and balances that help alleviate uncertainty and curb the effects of unforeseen events in capital markets.
In our desire to achieve alpha returns for our clients, we perform a diligent analysis of the family unit’s needs and formulate management-oriented insights that allow us to create a custom-made framework. This means not only identifying attractive investment positions, but also tackling wider, complex concerns relating to taxation, wealth inheritance, and so on.
