Risk management procedures

Very important in the management process is the timely and efficient implementation of our ideas. Using the best tools available combined with our relationships with some of the stop counterparties in the industry, we aim to swiftly more form finding an idea to owning it. Transactions are executed by authorized individuals with the appropriate level of expertise.

Our investment Policy Committee is responsible for risk management policies and procedures. The committee meets at regular intervals to review and monitor the consistency of the investment strategy. The investment management, client service and order processing operations of the Bank work together to benefit the client but operate autonomously, independently reporting to senior management. This structure provides a significant overlap of responsibility and accountability surrounding key functions, thus ensuring a seamless and smooth handling of client affairs.

The goal of Bank Jacob Safra is to enrich and preserve client assets and to provide clients with the highest quality investment management service. Your relationship manager is available to review and consider each of the product options shown on the following pages.