• A truly global investment approach
  • Independence of opinion and flexibility
  • Strategy aligned with your expectations
  • Risk control & monitoring
  • Investment opportunities: funds – real estate – private equity
  • Cost control

Control & monitoring

On behalf of clients, hbs carefully monitors their investment managers. We ensure that the investment strategy that they deploy and the level of risk they take are truly in line with your expectations.

We provide clients with a precise and detailed reporting on performance and costs.


We can offer clients independent investment advice or ideas on different asset classes within the frame of their investment strategy and defined risk profile. In this format the final investment decision rests with the client.

We review the portfolios regularly with our customers and help them to adapt their strategies to market changes.

Discretionary management

We actively manage investment portfolios for our clients on a fully discretionary basis. Whilst we have some preferences as to banks, the assets can be custodied with the bank of the clients’ choice. We define their investment and risk profile together and on that basis, invest across all asset classes.

Clients are informed about performance on a regular and transparent basis.

Investment opportunities

We seek interesting investment opportunities in the form of funds, private equity, direct investments, real estate, or any other type of investments. We evaluate the potential returns, risks and suitability before showing them to our customers.