At Telomere Capital, we use a robust investment process for wealth management to ensure rigorous and disciplined management of our clients’ investments. The philosophy of our investment process is based on the desire to build an effective and fact-based procedure to protect and grow our clients’ capital.
The choice of a risk profile is not based on potential performance but rather on the estimated losses that the client is willing to bear. Our role is therefore to optimize this risk taking to generate the best possible return. Defining risk profiles is therefore the first important step in the process.
A well-defined investment process can help achieve our clients’ financial goals while minimizing the risks associated with investments. Here are some reasons why an investment process is important for wealth management: