BANOR SAM
WEALTH MANAGEMENT
We protect your assets, over time.
Clients first: expertise and tailor-made approach make BANOR the perfect partner acting in the client’s interest on a long-term basis. We aim to grasp opportunities under-valued by the market, identify the most suitable investments to protect and grow our clients’ assets. We provide a wide range of bespoke investment solutions and packages with a client-focused approach.
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VALUE OVER TIME
At BANOR we view each client’s assets as a value to be nurtured so that it can last and grow over time and be passed on to future generations.
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TAILOR-MADE PRODUCT STRATEGY
Bespoke investment solutions and packages.
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CONTINUITY IN OUR RESULTS
Continuity in our results is fundamental in safeguarding capital from the erosion caused by costs, taxation and inflation.
BANOR SAM
FAMILY OFFICE
The independent nature of our firm allows us to offer an advisory service that is fully in line with our clients’ interests and entirely free from any conflict of interest.
OPTIMAL ASSET ALLOCATION
Our team and partners around the world (with on-site presence in Europe, UK, USA and Asia) evaluate the opportunities on the basis of the client’s requirements.
ASSET MANAGERS AND ASSET ALLOCATION
Asset managers are selected through our continuous search for talent. For each investment firm we evaluate previous performance, current portfolios, corporate structure and management involvement – our independence allows us to act without bias.
PORTFOLIO ANALYSIS, WITH AN EYE ON COSTS AND RISK/REWARD
Performance contribution, performance attribution, calculation of explicit and implicit fees, calculation of useful indicators of risk and expected return (CVAR).
MONITORING MANAGERS’ ACTIVITY
Data are collected automatically from banks via safe and encrypted protocols, and allow investments to be monitored using a proprietary software.
BANOR SAM
OUR STRATEGIES
A range of investments solutions to suit the needs of both institutional and private clients.
EQUITY
Aiming to achieve long-term capital appreciation by investing in Long Short and sector-based equity strategies
BONDS
Debt exposure on developed and emerging markets
MULTI-ASSET
Aiming to achieve an optimal balance of risk and return investing across multiple asset classes
LIQUIDITY MANAGEMENT
Aiming to achieve the best cash solutions using an advanced liquidity management approach
ALTERNATIVE ASSETS
Investment opportunities in the most illiquid assets
BANOR SAM
WE ARE VALUE INVESTORS
Our aim when we founded BANOR was to create a centre of excellence in asset management and advisory services for private and institutional clients.
We began more than 20 years ago and today, with our head offices in London, Milan and Monaco and our offices in Turin, Rome and Biella, the BANOR community is experiencing strong growth. Our mission is to increase client’s assets over time: we achieve this through the consistency of our method, through study and through the transparency and quality of our investment process.
As an independent entity we have strong international ties with some of the world’s most successful investors to grasp the best investment opportunities.
WE CAN OFFER HIGH-VALUE-ADDED FUNDS MANAGED WITH A SIMPLE, DISCIPLINED AND DILIGENT METHOD THAT WE ARE ABLE TO REPRODUCE OVER TIME.
BANOR SAM
VALUE STRATEGY
Value approach: the benefits
- The Value approach is an active strategy that generates independent investment ideas.
- It means that investors can invest only in businesses that they know inside-out and provides an ample safety margin for their investment.
- A fall in equity prices is, more often than not, an opportunity to buy them more cheaply and be sure of higher returns.
- Value Investing 3M’s: Management, Moat, Margin of Safety.
What is value investing?
Value Investing is an investment strategy based on the theory that Benjamin Graham and David Dodd began teaching at Columbia Business School in 1928. Benjamin Graham was the inspiration for the success of Warren Buffett, the world’s most famous American investor.
