Discretionary investment management
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.