Investment Process

Our client is at the heart of our investment process, and we mean that literally. We take the time to listen and understand. We start with a carefully thought out and well-documented long-term investment policy. It will be developed closely with each client to ensure representation, association, and an ability to stick to it over long periods of time. It will also help the client to make the really hard decisions in moments of crisis or exuberance. While the investment policy will provide the guiding light for long-term investment success, it should also be organic and will change as circumstances change.

Investment Goals and Risk Preferences

Part of the investment policy setting process is a thorough discussion on the financial goals and risk preferences of the client. The goals could be of personal, family, philanthropic, or of other nature. Most of these goals are competing against each other, and it is therefore important to prioritize them accordingly.

Long Term Policy Allocation and Active Asset Allocation

The long-term allocation policy sets the overall portfolio risk limits, and ensures the realization of long-term investment goals. The decision on the maximum amount of capital allocated to growth (= higher risk) and capital preservation (=lower risk) strategies lies at the heart of this policy setting process. This policy allocation provides the framework within which we actively allocate depending on the attractiveness of each asset class, or instrument.

Expectations and Governance

To us it is of critical importance to engage the client in the investment process. Only this way will we be able to find out how the client really feels about portfolio diversification, volatility, capital loss, specific asset classes or liquidity. Engagement also means offering education on investment issues, and creating realistic risk and return expectations. We want to provide the client with a sense of ownership in the investment process, as we believe strong and informed governance on the client’s part is an essential ingredient for a successful long-term relationship.

Monitoring and Review

A review of the investment policy and monitoring of the portfolio performance are critical. Portfolios need a regular checkup to review the policy objectives and their implementation over the previous year. If the objectives are no longer appropriate, then they need to be changed.

Our Team

Mary Mori-Huston Managing Partner
Phone: +1 305 856 9303 Fax: +1 305 726 0000

Mary Mori-Huston is a co-founder and managing partner at Mori Huston Partners LLC.

Mrs. Mori-Huston has more than 24 years of experience in banking and in the investment advisory business. She started her career with Bankers Trust Company (now Deutsche Bank) as a Relationship Manager for the Latin American region. After 10 years with that institution she joined Lehman Brothers, where she was a Financial Consultant. In 1998 she joined Dresdner Bank in the position of Investment Consultant, and was a voting member of the Global Investment Strategy Team. In the year 2005 she moved with UBS to Zurich, Switzerland and assumed the position of Senior Client Advisor.

Mary graduated from Florida International University with a dual major in International Business and Finance and with a degree in International Bank Management.

Robert Mori Managing Partner
Phone: +1 305 856 9304 Fax: +1 305 726 0000

Robert Mori is a co-founder and managing partner at Mori Huston Partners LLC.

In 1998 Robert joined the Allianz/ Dresdner Group where he worked as an investment advisor and corporate fixed income analyst in their Hamburg, Bogotá and Miami offices, before advancing to become the Head of Product Development and Quantitative Asset Allocation for Allianz/Dresdner Private Banking The Americas. In 2005, Robert moved to Europe to become the Global Head of Structured Products for Dresdner Bank’s private and corporate client business. In 2008 he became the Head of Investment Products and Investment Advisory Services for Dresdner Bank Switzerland. In addition, he was a member of the Global Investment Policy Committee for Dresdner Bank Group.

Robert graduated from the Vienna University of Economics and Business with an advanced degree in International Business Administration. He also holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.

Maria Elena Hernandez Executive Director
Phone: +1 305 856 9305 Fax: +1 305 726 0000

Mrs Hernandez has more than 25 years of experience in banking and wealth management services. She started her career with Panamerican Bank (today Bank of America). She has been at Bankers Trust Co. (today Deutsche Bank) for 13 years as Service Executive/Account Manager for the Latin America market. Mrs. Hernandez has also been at Citibank International as a Relationship Officer for the Chilean market and recently at SunTrust Bank as Client Advisor for international and US clients.

Maria Elena holds a Certificate of Humanities/Translation and Interpretation from the Universidad Femenina del Sagrado Corazon (UNIFE) Lima, Peru.

Sounding Board

Uwe Seefeldt Managing Partner Mori Huston Seefeldt + Partner GmbH
Phone: +41 (0) 44 389 84 85 Fax: +41 (0) 44 389 84 00

Uwe Seefeldt is a co-founder and managing partner at Mori Huston Seefeldt + Partner GmbH.

He has more than 30 years of in-depth experience in the international private banking business with a strong focus on Latin America. From 1987 until 2005 he worked with Allianz/Dresdner group in their Hamburg, Mexico-City and Miami offices while holding positions as Senior Relationship Manager, Team Leader, Country Head and Regional Marketing Manager for Mexico. Uwe moves to UBS’s head office in Zurich in 2005 after UBS acquired the Latin American Private Banking Business of the Allianz/Dresdner Group. In 2007 he joined the senior management team at Credit Suisse Mexico International as Team Leader and Senior Client Advisor. In 2015 he co-founded Mori Huston Seefeldt + Partner GmbH, Zurich.

Mori Huston Seefeldt + Partner GmbH is a separate website.

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