Q.M.S Advisors
| OUR DELIVERABLES Our deliverables are conceived to meet your needs: our experienced team of advisors is dedicated to helping you and your family protect and grow the wealth that you have accrued. Our offer to you encompasses bespoke solutions based on advanced investment methodologies and robust risk management systems, and on unique holistic approaches to structuring your wealth. STRATEGIC OVERVIEW:
Assessment of global wealth strategy Dynamic counseling on vital wealth decisions Guidance in the execution, measurement and review of chosen strategic actions
INVESTMENT ADVISORY:
Determining investment profile, risk-return objectives and personal ethos Setting portfolio specifications Reviewing market expectations and trends Devising global strategic approach Implementing tactical allocation programs Developing risk monitors & management systems Continuously Enhancing risk adjusted returns
MANAGER SUPERVISION:
MONITORING & CONTROL:
ASSET ALLOCATION:
Modeling liabilities and devising asset and cashflows matching solutions Determining relative role of respective asset classes Reviewing foreign exchange exposure (risks and opportunities) Setting up dynamic Strategic and Tactical Allocations Risk management & Riskbased investing
MANAGER SELECTION:
Analysis on a ‘best of breed’ basis (long only & alternative management styles) Compatibility with investment profile Tracking / on-going due diligence Benchmarking
A disciplined and flexible process based on the global and thorough understanding of our client’s specificities Unbiased, non conventional and independent Experts utilizing the latest research and technologies in Asset Management Without conflict of interest Transparent, active dialogue with client Proven results, long standing relationships
Continuous adequation of liabilities and assets Monitoring of financial providers’ suitability Ensuring banks and other financial providers comply with agreed banking terms Negotiating commissions and charges resulting in considerable savings Reviewing and renegotiating banking terms; assisting in new banking relations Compiling a tailored overview of portfolio contents Assessing the risks and manager suitability Continuously assessing risk-adjusted returns
REPORTING:
Providing bespoke consolidation of asset holdings Performance attribution review Valuation of liabilities and liquid and non-liquid assets
Dynamic reassessment of reporting with evolving needs
STRUCTURING:
Incorporation Estate planning Tax optimization Family holdings Asset ownership Foundations and philanthropy Life insurance wrappers
BALANCE SHEET OPTIMIZATION:
•
•
•
Assessing needs and obtaining best terms for the financing of all assets: Real estate, residential or commercial Financial and corporate holdings Yachts, Aircrafts, Art
ANCILLARY:
Valuing holdings prior to sale or purchase Facilitating the sale, purchase and financing of property or other assets (i.e. planes, boats...) Advice on training and schooling for future generations Access to health checks and hospital care Insurance coverage (personal as well as assets)
We are committed to finding solutions to your family’s wealth needs. Our mission is to protect your assets, grow your wealth and give you peace of mind as you consider how to transfer it to future generations.
Q.M.S Advisors | Av. De la Gare 1 Lausanne CH-1003 | Tel: 078 922 08 77 | e-mail: info@qmsadv.com | www.qmsadv.com |