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Risk Allocation as a Lever for Portfolio Performance

Risk Allocation as a Lever for Portfolio Performance

by nilton.ortega@telomere.ch | Mar 25, 2026 | Executives, Executives, Latest news, Latest news, TELOMERE Capital, TELOMERE Capital

In the world of asset management, one truth consistently holds: the long-term performance of a portfolio does not depend solely on selecting the “best” investments, but also on how risk is structured and allocated.

Private Bank or Independent Wealth Manager?

Private Bank or Independent Wealth Manager?

by nilton.ortega@telomere.ch | Mar 3, 2026 | Finance, Latest news, TELOMERE Capital

Imagine this: You have just sold a business, received an inheritance or experienced a liquidity event, and suddenly find yourself in possession of significant capital. The question then arises: Who is best placed to protect and grow your assets?

Luxembourg Life Insurance: An Essential Asset for French Savers

Luxembourg Life Insurance: An Essential Asset for French Savers

by nilton.ortega@telomere.ch | Dec 19, 2025 | Entrepreneurs, Executives, Latest news, TELOMERE Capital

Luxembourg life insurance is designed not only for high-net-worth individuals, but for anyone seeking a long-term wealth planning solution. Increasingly popular among French investors, it combines tax efficiency with enhanced security, flexibility, and performance, while fully complying with current regulations.

Understanding stress to invest better

Understanding stress to invest better

by nilton.ortega@telomere.ch | Nov 26, 2025 | Finance, Latest news, TELOMERE Capital

Investing your money, the result of years of effort and saving can be a source of anxiety. The uncertainty of the markets, along with economic and geopolitical fluctuations, are well-known stress factors.

Virtual meetings or in-person encounters: toward a return to genuine connections?

Virtual meetings or in-person encounters: toward a return to genuine connections?

by nilton.ortega@telomere.ch | Oct 28, 2025 | Latest news, TELOMERE Capital

In recent years, virtual meetings have become the norm. Driven by digitalization and remote work, they have proven attractive for their convenience and efficiency.

The Importance of Brand Image in Private Wealth Management

The Importance of Brand Image in Private Wealth Management

by nilton.ortega@telomere.ch | Jul 25, 2025 | Latest news, TELOMERE Capital

In today’s world, where customer experience has become a key point of differentiation, brand identity and the communication that surrounds it plays a crucial role in the high-end financial services sector.

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  • Risk Allocation as a Lever for Portfolio Performance
  • Telomere Capital Wins Three New Distinctions at the WealthBriefing Swiss EAM Awards 2026
  • Market update – March 2026
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  • An IT Platform Should Today Be Seen as a Strategic Lever

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