One of the basic rules for good portfolio management is investment diversification: investment funds meet this need for diversification since, in most cases, they also invest in a large number of securities (equities, bonds...).

But how to choose a fund? More than 15,000 funds are available in the world’s main markets (USA, France, United Kingdom, Switzerland, Luxembourg...). To help you choose, SG Private Banking has created the SG Private Banking Funds Research department.

A dedicated team

This team of 14 specialists has experience both in the analysis of funds and in private wealth management. It operates in total independence, but exclusively for SG Private Banking.

A rigorous selection process

To help you choose your investments, our experienced Fund Research specialists constantly monitor the evolution of the market and submit the funds to a very strict analysis and selection process.

Using both quantitative and qualitative analysis, our experts prepare a list of selected funds in each asset class (US equities, European equities…). With the help of sophisticated quantitative analysis tools, they analyse the funds on the basis of objective criteria such as past performance and the risk level accepted by the manager, and only the best are retained.

The funds retained are then the subject of a second qualitative analysis phase in order to select the funds that, in our view, offer the best future performance (analysis of the management process, quality of the managers,...).

This analysis is applied to all of the funds available in the marketplace, regardless of the product provider.

An approach adapted to all styles of portfolio management

Discretionary and advisory portfolio management services.

If you would like to delegate the management of your portfolio, your adviser can, with the help of our portfolio managers, work with you to define an investment strategy which best suits your needs. Your portfolio’s management will be adapted to your objectives, to the accepted degree of risk and to your reference currency (Euro, USD, GBP...), and your assets will be managed within this strategy framework.

If you would like to carry out investments in specific markets or sectors using the investment fund, our financial market specialists can provide you with assistance to guide you in your investment choices. You define the selection criteria which are important for you, the geographical area or investment sector, the reference currency... and we propose the funds that best correspond with your constraints and objectives.