OUR ONLY REFERENCE - YOU


We select the best investments based on a thorough analysis and a rigorous decision-making process. And because each customer is unique, portfolios are always tailored to your personal circumstances.

OUR ONLY REFERENCE - YOU


We select the best investments based on a thorough analysis and a rigorous decision-making process. And because each customer is unique, portfolios are always tailored to your personal circumstances.

OURPROCESS


Although our portfolios are all created to meet your specific needs and objectives, they are above all the result of a painstaking building process.

EVALUATION

Together, we evaluate your performance objectives taking into account your personal situation, risk tolerance, aspirations and time horizon.

ANALYSIS

Our analysts assess all available investment instruments to determine the best possible combination of direct positions, traditional or alternative funds, ETFs or structured products.

ALLOCATION

We determine the appropriate asset allocation given the prevailing market conditions and then select the various securities and investment instruments that will make up your portfolio based on your personal situation.

REPORTING

We regularly review the results with you, verify that your investment objectives have not changed and adjust your portfolio as necessary.

OUR SERVICES


ASSET MANAGEMENT

By granting us a discretionary or advisory mandate you will benefit from a wide range of expertise and competences, to protect your capital and grow your assets. You can choose to either remain with your custodian bank(s) or select one from a wide selection of banks that offer us preferential conditions.

FAMILY OFFICE

To allow you to have a multi-functional analysis of your total wealth, we can produce consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their custodian or location.

ESTATE PLANNING

Estate planning is applied to the entirety of your assets all over the world, and includes tax and estate planning, asset protection and the transfer of family businesses.

OUR SERVICES


ASSET MANAGEMENT

By granting us a discretionary or advisory mandate you will benefit from a wide range of expertise and competences, to protect your capital and grow your assets. You can choose to either remain with your custodian bank(s) or select one from a wide selection of banks that offer us preferential conditions.

FAMILY OFFICE

To allow you to have a multi-functional analysis of your total wealth, we can produce consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their custodian or location.

ESTATE PLANNING

Estate planning is applied to the entirety of your assets all over the world, and includes tax and estate planning, asset protection and the transfer of family businesses.