We are committed to our clients in the preservation, growth and control of their wealth, years after years.
Mandates
Setting goals to meet the needs of our customers is the foundation for sustainable collaboration.The discretionary mandate is tailored to each client’s profile, his financial goals and his specific risk tolerance. After thorough study of your profile, choice of investment objectives and analysis of your risk tolerance, you delegate to us the management of your assets.
Advisory
Following a personalised analysis and evaluation of your financial circumstances, you will receive tailored financial advice and investment planning. We operate on a collaborative basis thereby you will have a direct role in managing your assets. We recommend, you decide.The advisory mandate is designed to fulfil the clients’ requirements when they wish to actively participate in the management of their account.
Family Office Services
Our approach is based on our Philosophy of trust and confidence with the most complete view. We aim to ensure a dedicated wealth management with all needed aspect such as:
- Portfolios consolidation and supervision.
- Risk management.
- Performance measurement.
- Help in selecting external specialists.
Main custodian bank
In order to assure a high-quality service to our clients, we set ourselves strict rules in the selection process. As a result, we work with the strongest banks on the market.They are responsible for the custody and administration of the account, but is relieved of financial management. It ensures that we are in line with the powers you have given us. Our independence allows us to freely choose our partners but all our clients have the option to choose their bank.
