Tristan de Gouvion Saint Cyr

Investment Banker,

Tristan de Gouvion Saint Cyr Investment expert. Tristan de Gouvion Saint Cyr specializes in investment strategies for HNWI, ranging from vanilla products in various asset classes to sophisticated structured set-ups. Tristan de Gouvion Saint Cyr works in collaboration with investment bankers, asset managers, stockbrokers, life insurance companies and charities to create custom-tailored solutions. Tristan de Gouvion Saint Cyr's scope of advisory incorporates financial planning, investment portfolio management and a number of aggregated financial services, including the use of trusts and other estate planning vehicles, business succession or stock option planning, and the use of hedging derivatives for larger blocks of holdings. These fiduciary services are provided through partnerships with banks, trust companies, and registered investment advisers, serving as trustees, executors, personal administrators or discretionary agents having direct responsibility for managing assets for or on behalf of the client, as well as estates, private foundations and other entities. Providers of these services (“personal fiduciaries”) also may serve as trust protectors or non-discretionary advisors having an indirect impact on the management of such assets. Using these solutions helps to preserve interests for the long term, while retaining the flexibility and control required to meet evolving needs, as well as to protect family, assets and wealth from political, social, economic or personal uncertainty. They can also be used to keep business and family interests confidential, both during and after lifetime, and plan for and mitigate tax liabilities. Through a process of careful analysis determining the client's financial goals, purposes in life and life's priorities, and after considering resources, risk profile and current lifestyle, a balanced and realistic plan maps a course of action on 'what needs to be done' to reach those goals. Alongside the data gathering exercise, the purpose of each goal is determined to ensure its meaningfulness in the context of the client's situation, and subjected to a reality check by considering the individual's current and future resources available to achieve them. In the process, the constraints and obstacles to these goals are noted by Tristan de Gouvion, allowing for further refinement of the strategy to be adopted. An investment strategy rooted in the understanding of each investment objective, risk profile and expected return steers towards investment success. In today’s volatile global markets, Tristan de Gouvion believes that investors need to reassess the risks which they are prepared to take, and reconsider how their existing investment objectives can be achieved. Tristan de Gouvion has an investment approach geared towards diversification in order to reduce overall portfolio risks and to enhance returns over the long term, which is crucial to help cushion portfolios from market fluctuations. Experience of previous market crises over the past 20 years, shows that challenging times nevertheless have been embedded with attractive investment opportunities for investors to take advantage of.