Since 1998, we pledge to work extra hard to earn the clients' trust whilst delivering the best return on every investment.
At PRIMUS, we help our clients to navigate the complexities of modern banking and finance in a variety of ways. We offer our expertise to identify investment goals, evaluate potential investment scenarios, choose the right investment strategies, as well as adopt effective and specific solutions for their individual needs. The sole aim of our business model is to achieve maximum efficiency in terms of costs, revenues, benefits, commissions and objectives as well as performance.
Our clients' assets are kept safe in first class banking institutions and managed by our team with special attention to diversification and risk management. Our preferred approach is often conservative and focused on developing personalized investment strategies in full agreement with the clients.
As an independent financial intermediary, PRIMUS does not promote any particular product by third parties. We carefully select only the best financial instruments available in the market to match every client's risk tolerance and other preferences with a unique and dedicated portfolio.
We foster long-term collaborations with our clients, which imply regular and precise updates on the performance of each asset under management. We hold regular discussions with our counterparts on the chosen investment strategy and discuss any possible room for improvement.
We create all our asset management strategies with one purpose in mind: generating long-term returns in selected markets regardless of the current market cycle by leveraging low correlation to traditional investment classes and actively dynamic management to minimize volatility.
We believe in the individuality of every person, each with own personal quirky needs, lofty aspirations and of course, big dreams. This is why we aim to consistently offer a top-notch service that is not just professional and competent, but also very transparent.
We preserve capital through diversification and active asset management whilst being ready for any unexpected bear market.
The key to generating a superior long-term performance is the regularity of results for each investment strategy. Quality management is above all, a prudent management approach; one that not only aims for capital appreciation but, above all, limits any potential decline. In addition to being more reassuring for the investors, this strategy has also proven to be more profitable in the long run, not to mention the resulting multiplier effects inherent in each investment strategy.
As far as asset management is concerned, losses are always difficult to recover. This is why the ability to limit risks is as important as the ability to generate high performance. We develop strategies for mitigating market volatility by defining the scope and purpose of each portfolio and investment, leveraging bonds to mitigate the risk of economic downturns and passive investing like ETF's which don't bet on beating the market, opting instead to take the returns they provide.
One of our central principles of reducing risk is the judicious diversification of investments into different "asset classes". This asset allocation strategy results in an optimal weighted portfolio that avoids over-concentrating into specific asset categories. This rule allows us to minimize the exposure to any specific issue, as well as avoid a cascading effect, which is all too frequent when investments are excessively correlated with each other.
Active asset management requires a solid understanding of macroeconomics and sound qualitative analysis to generate additional value. As 80% of a portfolio's performance is derived from asset allocation, i.e. identifying under and overvalues stocks, any past experience gained within a widely diversified market condition will allow us to remain focused and make decisions on the task at hand more quickly and easily.