As your trusted independent expert advisor, we provide you with two key elements in the management and supervision of your global financial affairs: discretionary portfolio management and Family Office services.
Investing and growing your wealth is essential, but it's equally important to structure and safeguard it for the long term. To navigate this journey effectively, having someone you trust by your side is invaluable.
Our discretionary mandate allows you to enjoy all the benefits of our proven investment expertise, without the hassle of having to follow markets, analyse company results or make difficult investment decisions.
We will start by listening to you in order to fully understand your personal situation, your income or liquidity requirements, and your preferences in terms of risk.
And because you are unique, we will then devise your own custom made strategy, carefully tailored to suit your needs and expectations.
After having determined your individual investment profile, we will build your own individual portfolio combining cherry picked securities, funds or instruments that achieve the desired results.
Your wealth is not limited to a single portfolio. It can be spread across several banks, invested in a wide variety of assets and take different forms.
This diversity can be a source of complexity, and it can be difficult for you to get a clear picture of your overall situation. This wealth also needs to be protected and passed on to future generations.
This is why we offer a comprehensive range of family office services. These include financial asset management, oversight of your various custodian banks, sophisticated consolidation and reporting tools, and support in structuring an effective family governance framework.
As your one-stop trusted advisor, we will work with your various banks and service providers to establish a robust investment policy, negotiate their fees when appropriate, review your existing structures, and ensure the implementation of your investment and wealth planning objectives.
In addition, we will provide you with truly independent advice on any investment opportunity which you would like us to review on your behalf. Whenever needed, we will also leverage our extensive network within top financial institutions to obtain credit facilities at the best possible terms.
With our help, you will not only ensure that your capital grows successfully and have a complete and accurate picture of all your assets, but also be able to better forecast and plan for the future.
