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Notice – Legal information

The information contained on this site is not in any way intended for those people who come under a jurisdiction where, due to their nationality, their place of residence or for any other reason, publication or access to this information is legally prohibited. The shares of the funds mentioned on this site have not been registered in Ireland and as such cannot be marketed in Ireland. The funds mentioned on this site have been authorised by the Luxembourg Supervisory Authority (Commission de Surveillance du Secteur Financier, CSSF) and as such can be marketed in and from Luxembourg.

For any information about the countries where the funds are registered, it is up to those people accessing the information provided by Londinium Designated Activity Company (“Londinium”) on this site to refer to the most recent prospectuses, which are also accessible on this site. The funds may be purchased only from the official distributor in that country on the basis of the most recent prospectus, the key investor information document and the most recent annual report (or half-yearly report, if this is more recent). These and the fund management regulations or articles of the investment funds may be obtained free of charge from the fund management company MultiConcept Fund Management S.A. 5, Rue Jean Monnet L-2180 Luxembourg and from www.fundsquare.net.

The information published on this site does not constitute a request, offer or recommendation to buy or sell the financial instruments mentioned on this site. Nor does it constitute an invitation to enter into any other type of transaction. It cannot be regarded as investment advice. This site provides information only. Any decision to invest must be made after reading the most recent prospectuses and financial information thoroughly. Potential investors are asked to find out from their professional advisers about the content of the laws and regulations which apply to them as regards subscriptions, purchases or sales of financial instruments. It is up to users to use their critical judgment as to how to use the information in the light of their personal situations, being aware that any investment in financial instruments is risky. We cannot be held liable for the accuracy, precision or truthfulness of the information accessible on or from this site, including linked sites.

Past performance is not a guarantee of future performance. The value of investments can go down as well as up. As a general rule, the performance figures accessible are shown before management fees. Under no circumstance can Londinium be held liable for any direct or indirect damage whatsoever arising from the use of, or inability to use, the data shown on this site. The information on this site may only be used for personal and non-commercial purposes. It may only be distributed in its entirety or in part following written permission from Londinium.

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shutterstock_97695974Strategic Asset Allocation
Define the clients individual expectations and investment goals taking into account their income needs, investment horizon, anticipated cash flows and risk tolerance.

Tactical Asset Allocation
Implementing an active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies, strong market sectors or events.

Reporting & Reviewing
Regular meetings with clients are fundamental to the Londinium service philosophy. In personal meetings the relationship manager informs the client on past performance and reassess his risk appetite based on current and expected market conditions as well as each client personal circumstances.

The Relationship Manager
At Londinium the pillar of the wealth management process is the relationship manager. The relationship managers are typically senior associates in the firm and are experienced professionals who understand their clients’ needs and expectations and can present these to the investment committee in a form that facilitates the implementation of a particular “strategic asset allocation”. The strategic asset allocation is a long term plan however situations will arise which will suit the execution of a Tactical Asset Allocation, at these junctures the input of the relationship manager is critical in determining whether the actions are consistent with their client’s current attitudes and expectations.

wealth-management-processThe Investment Committee
The investment committee is made up of the relationship managers, senior associates, the research team and the fund managers. The Committee reviews recent movements in the main investable asset classes (equities and bonds in developed as well as emerging markets, currencies, hedge funds and commodities). It also considers most recent macro developments and focuses on the themes expected to mostly affect the market behaviour in the short to medium term.

Asset allocation changes, aim at adding value by taking advantage of evolving market conditions. Dynamic asset allocation shifts try to capitalize on perceived opportunities to potentially boost total portfolio return and reduce risk.