Peter Wille

NPW is an active, multi-asset manager which offers a wide spectrum of investment strategies from a global universe of investment opportunities, with no home bias.

BoE Private Clients is a long-term, active, team-oriented manager which constructs portfolios based on quantitative analysis and qualitative investment themes, with the view that asset allocation is the key driver of long-term returns. The firm's centralized research team and senior investment managers meets monthly to determine investment strategy and to construct model portfolios. They utilize top-down and bottom-up approaches to develop strategies, aiming to assess the impact of global and macro-economic trends and cycles on their markets. They analyze industry and sector trends to pick stocks and identify companies that are the most attractive in terms of growth, risk and valuation. They perform technical analysis to assist with market timing decisions. BoE Private Clients evaluates listed companies to determine their share universe, which is divided into core holdings, investment grade shares and small and mid-cap shares. Research for their house view matrix is sourced from major investment houses and their investment research team, providing guideline allocations to each category. Central research team members, portfolio managers and stockbrokers participate in the firm's investment decisions.