Wealth assessment
Our first meeting. We get to know your current situation, goals, time horizon, obligations and constraints. No templates: every assessment is tailor-made.
Profile · Aggressive
Long horizon.
Long horizon.
Wealth growth.
For investors with a 10+ year horizon and a tolerance for volatility. Global equities take the lead, with exposure to emerging markets and alternatives. Goal: maximize long-term compound returns while accepting temporary market drawdowns.
Horizon10+ years
FromUSD 500,000+
RiskHigh · tolerates volatility
Goal
Growth
Model portfolio
How the capital is allocated.
Target portfolio allocation for the Aggressive profile. Illustrative institutional figures — your advisor tailors them to your situation and specific goals.
Target composition
Equity
75%
Fixed Income
10%
Alternatives
10%
Cash
5%
Expected performance
The return range we project.
Institutional estimates over the full horizon. Past performance does not guarantee future results — these are median projections based on base-case scenarios.
11–14%
Expected annualized return
25%
Estimated maximum drawdown
0.8
Estimated Sharpe ratio
+32% / -22%
Best / worst year (historical range)
Historical range of annual returns
Low −29% · 0% · High +32%
0%
-22%
Worst year
+12.5%
Expected CAGR
+32%
Best year
Max Drawdown
Largest historical peak-to-trough decline
Typical assets
What we invest in.
The asset categories that make up the portfolio, with concrete examples of the instruments used — your advisor selects the specific ones based on market conditions and availability at your broker.
Category
Example instruments
Target weight
Developed Global Equity
S&P 500, MSCI World, Nasdaq 100 (ETFs)
45%
Emerging Markets Equity
MSCI EM, India, select Latin American stocks
15%
Growth & Small Caps
Russell 2000, Nasdaq Growth, thematic
15%
Alternatives
Private equity funds, commodities, crypto (limited)
10%
Short-Term Fixed Income
Treasuries 1–3Y, short-term Corporate IG
10%
Cash / Money Market
USD money market, t-bills
5%
Who this profile suits
This profile usually fits a Corporate Executive.
Director, C-level or senior corporate executive. High, stable income, stock options, bonuses and systematic saving. A long horizon until retirement.
Why it fits: Monthly saving capacity + stable income + a 15-25 year horizon make tolerating volatility the rational choice: time works in favor of compound interest.
See the Corporate Executive page →
Process
How we work with you.
Four steps to go from an initial conversation to a working portfolio. Everything is documented in writing at every stage — nothing goes unrecorded.
Portfolio proposal
We put together a proposal with a target allocation, specific assets, suggested brokers and scenario projections. Documented in writing, in USD.
Onboarding & execution
Account opening, position transfers, KYC and compliance. The operations team coordinates everything. You receive your logins and confirmations.
Ongoing monitoring
Rebalancing, monthly reports, quarterly meetings and 24/7 access to your advisor. Any change in strategy is always documented.
Differences vs. the adjacent profile
Aggressive vs Moderate.
If you’re torn between this profile and the adjacent one, here’s how they compare in practical terms.
Aggressive
More equity · more growth · higher expected return · higher volatility
Moderate
More fixed income · more balance · lower expected return · lower volatility
Next step
Does this profile sound like you?
If you’re not sure, take the investor profile quiz — 10 questions, 3 minutes. Or book a meeting directly with the team.