You can access our investment management skills – honed after 22 years of experience– through either our discretionary management mandates or our active advisory services.
This is the turnkey formula.
When you grant us an investment management mandate, you will benefit from a wide range of expertise and competences conceived both to protect your capital and grow your assets.
After an in-depth analysis of your financial position, including an assessment of your risk profile and your specific family, tax and legal situation, we design an investment portfolio tailored to your own individual goals.
"No need to worry about the day-to-day
management of your wealth.”
Of course we regularly review the results achieved and confirm that your investment goals have not changed.
Our active advisory service means you receive regular investment proposals and can benefit from periodic follow-up from our experts, while maintaining control over investment decisions.
And as we are totally independent, you are assured of receiving impartial recommendations and that your orders will be executed in the best possible way.
"Personalised advice, with an overall
view of your assets."
Our advisory investment service is aimed primarily at experienced investors who have the time and the necessary financial know-how to play an active role in managing their portfolio.