Our investment team

Based in Luxembourg, the Investment team ensures investment performance through shared responsibility, enhances client service with specialized support teams, and maintains clear accountability for risk management.

Our Investment Philosophy

  • Protect your wealth in downturns and grow your wealth in favourable market conditions
  • Actively manage your portfolio to respond to changing opportunities and risks
  • Invest according to clear convictions based on rigorous research
  • Deliver the best cost-effective solutions, incorporating local needs, that match your objectives
  • Integrate sustainability into our investment decisions, and deliver on our client preferences

Portfolio Management

The Portfolio Management team constructs and manages House Models across multiple currencies and risk profiles, implementing them in core funds, personal, and bespoke portfolios. They align portfolios with investment objectives, sustainability guidelines, risk frameworks, and research insights. Additionally, they oversee trading execution and ensure timely implementation while maintaining transparent communication on portfolio changes and strategy.

Investment & Client Solutions

The Investment & Client Solutions team supports Client Advisors and clients in designing and delivering tailored investment solutions while ensuring a holistic portfolio approach. They act as specialists, with a commercial mindset, facilitating access to group expertise to enhance client experience. As ambassadors of the firm's investment capabilities, they implement core, personal, and bespoke discretionary and advisory solutions aligned with clients' preferences and needs. They work closely with clients and client advisors to develop and manage customized solutions, oversee advisory portfolios for sophisticated clients, communicate market insights, and provide feedback to improve offerings.

Counterpoint Outlook 2025: New horizons

As we turned the page on 2024, one thing is clear: the world we invest in continues to evolve. The past year defied expectations, surprising us with economic resilience even as markets braced for turbulence. So, what did we learn, and how can we better prepare for what 2025 might bring?

Download our 2025 Investment Outlook Report

All insights

Discover our most recent insights, whether individually or by specific topics.

Contact us