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1875 FINANCE adapts its services according to its clients’ needs. Our open architecture approach prevents any conflict of interest, placing performance at the heart of our concerns.
1875 FINANCE considers that family assets requires just as much careful management as that of a company. Its Multi Family Office has acquired a sound technical expertise that has won them the trust of many prominent families.
1875 FINANCE provides institutional investors with a different approach to asset management combining returns and sustainability to better meet their performance and governance requirements.
1875 FINANCE’s investment philosophy rests on 5 major principles:
- steady recurring returns above our defined benchmark
- management adapted to our client’s investment profile or commitment while keeping a stable level of risk over time
- reduced risks of losses during bear markets in order to ensure better capital preservation
- quality, transparency, liquidity and sustainability when allocating assets whether in direct investments or investment funds
- a lasting relationship with clients based on trust and communication
Considering that 80% of a diversified portfolio’s performance comes from market risk exposure, 1875 FINANCE’s management process focuses mainly on tactical allocation.