VALUES

Impartiality

We are privately owned and independent. We do not manufacture products, we do not manage funds, we do not distribute financial instruments, thus avoiding all conflicts of interests.

Client Partnership

Perennium is very clearly positioned on the client’s side of the fence. Our clients’ interests are the only thing that matters to us.
We start by listening. We invest the time needed to reach the required level of trust and mutual understanding, without which we cannot succeed.

Expertise

Creating value for a client requires a deep and strong expertise in three key areas : financial markets (markets dynamics and financial instruments), portfolio management (not only state of the art investment theory but also, and most importantly, concrete experience), risk management (at the macro and micro levels).

Responsibility

A responsible investor today is one with “broad vision”. Whenever a substantial part of a company’s value and risks is not included in its accounting figures, broadening the spectrum becomes essential.

©ARM, Fosters Ponds, 1996. Courtesy of Arno-Rafael Minkkinen.