B&P applies a systematic and transparent investment process, ensuring that each investment decision is made carefully and with a solid foundation. Our 3-step process is designed to ensure efficiency and sustainability in family asset management.

1. Step 1: Assessment & Planning

B&P begins by understanding each client's goals, risk appetite and overall financial picture, then builds a personalized, long-term and market cycle-flexible investment plan.

The assessment process includes detailed analysis of current financial situation, short-term and long-term goals, risk appetite, and personal factors affecting investment decisions. We work closely with each family to ensure every aspect is carefully considered.

After completing the assessment, we build a detailed investment plan, including asset allocation, selection of appropriate investment types, and establishing performance targets. This plan is designed to be flexible and adjustable according to changes in markets and client needs.

2. Step 2: Implementation

After strategy approval, B&P implements the investment portfolio based on principles of transparency and absolute independence, directly connecting with leading investment partners and fund managers.

The implementation process includes executing investment transactions, establishing necessary legal structures, and ensuring all activities comply with regulations and standards. We work with reputable partners worldwide to ensure quality and transparency of all transactions.

Our team of experts also supports managing administrative and legal aspects of investments, ensuring everything is handled correctly and timely.

3. Step 3: Monitoring & Management

We continuously monitor, evaluate and adjust the portfolio to ensure optimal effectiveness, while providing transparent, easy-to-understand updates for each client.

The monitoring process includes tracking performance of each investment, assessing risks and opportunities, and providing adjustment recommendations when needed. We use advanced analytical tools to ensure every decision is based on data and in-depth analysis.

We provide regular reports to clients, including information on performance, risks, and strategic recommendations. These reports are designed to be easy to understand and provide a comprehensive view of the investment portfolio status.

4. Continuous Optimization

B&P is committed to continuously optimizing the investment process to ensure clients always receive the best service. We regularly evaluate and improve our processes, tools and methods to better meet client needs.

Our team of experts also continuously updates knowledge and skills to ensure we always stay ahead in providing high-quality investment advisory services.