Our proposal begins with a thorough analysis of your specific needs, setting objectives and constraints in terms of risk, volatility and liquidity requirements over a time period to be defined.
We work on the basis of discretionary mandates.
We also offer advisory mandates for those who wish to remain involved in managing their assets.
We are active in the equity and bond markets within your liquidity constraints.
We also invest through traditional or alternative funds, without forgetting private equity and direct investments.
Frequent meetings with you are an essential part of our relationship: they help us anticipate present and future needs.
We provide regular personalized reports with detailed performance analysis and consolidation services upon request.
Your interest first.
Your needs, performance and volatility expectations, as well as your risk profile will determine the structure of your portfolio.
Our goal is to preserve your capital while generating the best performance possible.
Our ambition is to identify and select the leading talents and products using our extensive network.
Free choice of custodian bank and jurisdiction.
Our size allows us to provide you with advantageous costs and fee structures.
Our business model is flexible, based on the principle of independence and of a rigorous and dynamic investment process.
- Identifying your needs
- Reference currency
- Investment horizon
- Liquidity needs
- Risk tolerance
- Volatility tolerance
- Performance goals
- Determine portfolio exposure to the various asset classes
- Set minimum and maximum investment limits for each asset class
- Define the level of service
- TOP DOWN - assess macro exposure of the portfolio to market conditions
- BOTTOM UP - Identify investment opportunities
- Measure the level of risk
- Investment execution
- Position management: buying, selling and adjusting positions
- Risk management
- Quantitative and qualitative analysis of the portfolio
- Ongoing monitoring and control procedures
Global approach and assistance in managing your family assets
Search for the optimal solutions with the best specialists in our network
Mergers, acquisitions and sales of businesses
Representation in your professional affairs
Help with family governance
Management of real estate, yachts, airplanes and/or works of art