Introduction

Insignia provides wealth management solutions to high-net-worth individuals, their families and foundations. We help clients build and protect their wealth. We help clients to:

• Create and implement strategic asset allocation aligned with their individual tolerance for risk
• Gain access to (providers of) innovative investment products and strategies
• Develop ALM based investment strategies

We work closely with other high quality services providers that can be beneficial to the wealth management process.

Approach

We believe in an integrated approach to wealth management. We provide high quality services by dedicated teams that are able to develop comprehensive financial plans that are fully aligned with the client’s needs and circumstances. We strive for long-term relationships with clients based on trust.

Process

The start of our private wealth management process consist of an thorough assessment of a client’s needs and preferences, taking into account all relevant spending and lifestyle requirements, anticipated large capital expenditures etc. This step results in a comprehensive financial plan.

Based on the financial plan a strategic asset allocation is made making use of a wide range of asset classes. The asset allocation process is based on a state-off-the-art quantitative framework that takes into account the client’s liabilities. Tactical shift during the year are possible in order to take advantage of short-term investment opportunities. We develop a thoughtful, step-wise plan to implement the asset allocation best suited to a client’s needs. Taking into account current market