Resolve your most complex challenges through our insightful ideas, sophisticated solutions and leading-edge technology.
We combine extensive human experience with powerful quantitative input to create institutional-style asset management. Our systems are designed to accompany our clients through all sorts of market environment, regardless of how challenging times are. Our aim is to provide consistent compounded returns over time while respecting strict risk parameters. Our management style is particularly appropriate for Core portfolios where long-term objectives prevail.
Cost Control: find out exactly how much you are paying for each of your investments and how these costs are broken down by your various service providers. Make sure that what you pay is what you negotiated. When markets are challenging, reducing your cost structure is the first and most efficient way to immediately boost your performance. Our Cost Control report gives you all the information you need to accurately monitor your situation and to act accordingly and protect your interests when needed.
Consolidation: get a global and exact picture of your assets, liquid or illiquid, of their allocation, and of their performance, on an account-by-account and consolidated basis. Wherever your assets are deposited or held, you gain unprecedented level of access and information on your global wealth. By exercising tight control, you significantly reduce risk of suboptimal allocation, such as unwanted concentrated positions or geographic or currency overweight. You gain immediate access to your performance and you can compare your various accounts. Our consolidated report gives you the power of global custody without compromissing on confidentiality or cost.
Risk Control: each of your accounts has a specific risk profile. What happens if you sum up these risks across your different portfolios? Do they cancel each other out? Do they add up? Do they increase exponentially? What is your true global level of risk? Our Risk Control report gives you precise answers to these questions. It allows you to make informed decisions regarding the quantity and allocation of your risk, and to significantly reduce potential drawdowns in difficult market conditions.
Certain situations require exceptional coordination between multiple actors: bankers, lawyers, accountants, product specialists, family members, etc. Lobnek Wealth Management has extended experience accompanying clients through such events as generational planning exercises, domicile relocations, liquidity events requiring extensive planning, or tax optimization exercises. Through its network of contacts on all continents, Lobnek Wealth Management can facilitate such processes by introducing you to the right service providers for your specific situation. More importantly, Lobnek can act as a coordinator and make sure that the job is done in a timely and efficient manner, with no details overlooked. In particular, it is essential to have a trusted partner staying on top of things and making sure that the process keeps its momentum, while maintaining your privacy.