ASSET MANAGEMENT
- Discretionary Mandates;
- Tailor Made Portfolio Strategies;
Our objective is to efficiently manage your core assets, through the selection of cost-efficient instruments and to only consider the strategies that should deliver the expected risk-return objective.
Dynamic asset management and the ability to adapt to your evolving needs and the market environment are another key objective.
Our commitment is to obtain the highest possible result while controlling as best we can the risk.
We combine our open architecture platform with our in-house research and analysis for the selection of premium satellite investments to boost potential returns in the medium-long term.
CONSOLIDATED REPORTING AND ANALYSIS
The objective is to give our clients the instruments to vehicle their decisions for wealth planning.
We acquire all relevant data from banks and related entities to obtain a single aggregated report that can efficiently control and monitor your entire family’s assets, performance, risk and costs.
We support you in verifying your stated goals and help you generate ideas to define future expectations.
To this purpose we use state of the art software to present and analyze your wealth in a multitude of ways, generating at your request various highly customized reports while also giving you the opportunity to consult all aspects of your wealth through our innovative and secure web platform.
GENERIC FINANCIAL ADVISORY SERVICES
Our Generic Financial Advisory Service is focused on sharing with you our market vision and the results of our Investment Committees, as well as on the production of ad hoc investment and strategic reports upon your request.
If you have subscribed to our Consolidated Report Service, you can ideally integrate its reception with our Generic Financial Advisory Service, where we will then give you assistance in selecting the overall best strategy for managing your wealth.
FAMILY OFFICE RELATED SERVICES
We offer you, often through the use of selected external providers, a multitude of additional services that integrate in your overall family and wealth management strategy.
Examples include services like conciergerie, relocation management and administrative support.
