Services

“The road to long-term investment success runs through risk control more than aggressiveness. Risk control is the best route to loss avoidance. Risk avoidance, on the other hand, is likely to lead to return avoidance.”

Howard Marks

Through careful analysis, it’s possible to identify the best financial instruments to maximize your portfolio risk return. We evaluate your allocation across asset classes and compare their performance to a benchmark. Taking into consideration your risk tolerance, we then reshape your portfolio.

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“The biggest investing error come not from factors that are informational or analytical, but from those that are psychological. Investor psychology includes many separate elements, we strive to integrate this dimension in our active advisory services.” 

Our tailor-made solutions carefully assess your needs and align investment return expectations with risk tolerance.

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Family office can offer a hub of knowledge, experience and operational capability, which can support the requirements of our families across the whole range of their affairs, from long-term planning to routine transactions and administration.

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Beregos SA integrates ESG (environmental, social and corporate governance) factors with traditional investment analysis. We define and promote effective investment strategies that pave the way to a sustainable society.

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