Peter Anthony Fanconi

Functions as a College/University

Provides investment banking and asset management services

Engages in the business of providing commercial banking services

Provides banking services

BV follows VONN's global, centralized, investment policy. The firm mainly manages portfolios invested in global equity, fixed-income and money-market instruments. At the core of VONN's investment philosophy is a strategic asset allocation process, which follows a top-down approach. The firm allocates assets in accordance with the fundamental assessment of macroeconomic factors such as global economies, currencies, interest rates, global stock markets and sectors. At the same time, VONN utilizes quantitative models to establish tailored portfolio structures. Once asset allocation has been determined, fund managers select stocks from the Vontobel Buy List, which is built by a Global Equity Research team. Equities on the list are selected via a standardized process which follows a combination of bottom-up and top-down selection. VONN's analysts perform fundamental analysis of targeted shares, assessing qualitative and quantitative factors. Market timing, based on technical analysis, is the final step before equities can be added to the buy list.

Provides banking services

Harcourt structures their portfolios following a thorough assessment of their clients' needs. They seek to understand long-term return expectations, risk tolerance, transparency requirements in addition to legal and regulatory restrictions. They are active investment managers. Harcourt employs a top-down strategy allocation and portfolio management processes in managing hedge fund portfolios. Their proprietary optimization investment approach is quantitative with a qualitative overlay. Their process evaluates risk and returns expectations of hedge fund strategies and incorporates strategic risk factors such as valuation and liquidity risks. Harcourt's risk management process commences before they initiate an investment. They apply their due diligence process to the prospective manager and fund selection. After selection, the hedge funds undergo monitoring with reviews of portfolios, NAVs, and risk exposures.

Provides wealth management, private banking and investment services

Functions as a College/University