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 based on discretionary mandates, as well as advisory mandates for those who wish to remain involved in the management of their assets.
For more than 25 years, we have been active in the equity and bond markets. We also invest through traditional, alternative and private equity funds, as well as 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
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
Position management: buying, selling and adjusting positions
Quantitative and qualitative analysis of the portfolio
Ongoing monitoring and control procedures
Since 1995, we have been advising wealthy families around the world who are concerned about preserving their inheritance and estate planning for future generations.
Our global vision allows us to work in synergy with the usual advisors, such as notaries, lawyers and accountants, in order to offer you the most appropriate solutions for your family.
In the context of globalization and the increasing complexity of fiscal and regulatory standards, our cooperation with these external advisors is fundamental to ensure the sustainability of the wealth strategies implemented.