We Offer

William Paulstern’s investment strategies employ the full range of our skills and know-how to design customized portfolios that are constructed in order to achieve the goals that are important to you.

  • Equity trading
    Equities represent an ample and extensive class of assets that form the foundation for many private as well as...
  • Multi Asset Securities
    Multi-Asset Securities
    The multi-asset approach to investments is the process of positioning a portfolio in a favorable manner of gaining valuable...
  • Mutual Funds
    Mutual Funds
    Mutual funds represent a beneficial method of investment diversification without having to examine and handle specific stocks, seeking a...
  • Hedge Funds
    Hedge Funds
    Hedge funds represent a type of fund that can optimally perform over the long and also the short term,...
  • Emerging Markets
    Emerging Markets
    The emerging markets asset class provides the opportunity to invest in countries that have been attributed a good credit...
  • Fixed Income
    Fixed Income
    Similar to equities, fixed income represents an ample class of assets that spans the entire risk vs. reward range,...



Investment Strategy

William Paulstern’s investment strategies employ the full range our skills and know-how to design customized portfolios that are constructed in order to achieve the goals that are important to you.

Our team of multi-asset experts is focused on developing and managing diversified investment portfolios, working in tandem with our committed investment teams specialized in specific asset classes. Likewise we specialize in active asset allocation, dynamically positioning portfolios to take advantage of the opportunities presented by each market cycle.

Our approach is based on utilizing informed portfolio building methods, styles and experience, designed in such a manner to produce exceptional investment results within adjustable risk parameters.

We harness internal as well as external resources to design a relevant portfolio, with the ability to customize our analysis and implementation to your goals and/or risk profile. For result-focused portfolios we use strong diversification, risk adjustment and active allocation. Our attention towards risk management has the purpose of constructing more solid portfolios and produce increased returns in low volatility conditions.

Why Choose William Paulstern?


More than 100 years of cumulative experience in managing assets


An active and energetic team of internationally diverse financial specialists


Time-tested skills, expert knowledge, optimal performance

Client Oriented

Investor satisfaction is our primary concern

Result Driven

Concentrating our resources to surpass client expectations


Long-term financial returns and positive societal impact

William Paulstern: Facts and Figures



Advisory Projects

% Satisfaction

Better Solutions

Sinergy Leads To

At William Paulstern we believe in specialist investment teams congregating to uncover the most valuable insights and opportunities for our brand range of private and institutional clients. With our focus directed towards delivering more than what is expected of us, William Paulstern’s story is more about the success of our clients rather than that of our own.


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