Choose your custodian bank and
entrust the management and growth of your assets to us.
Your assets are held on your personal account with highly rated banks acting as custodians. By separating the Custodian from the Portfolio Manager, we avoid conflicts of interest between the provider of financial products and the investment manager.
Discretionary Portfolio Management
Discretionary portfolio management requires consistency, discipline and accountability. We design our investment proposal, based on your financial needs and expectations, on the return target, on the level of your risk tolerance and on a tax optimization plan for your assets.
Investment Advisory
Investment Advisory requires a disciplined advisory methodology / process, based on well planned and agreed risk and return targets.
Fiduciary Management
Fiduciary management is an investment governance solution, by which pension funds delegate their investment function to a specialized investment firm (the fiduciary manager).
Multi Family Office
All around the world, ultra-wealthy families, are seeking the optimal way to professionally manage their assets. They do so aiming to not only preserve and grow their fortunes, but also to smoothen the transition to the next generation.
Do you have questions about your existing investments?
Contact us