We offer financial services and tailored, innovative assets management solutions to individuals, their families and companies, including:
▪ Wealth management and wealth planning services
▪ Family office services
▪ Specific expertise for clients from the Sports & Entertainment fields
▪ Consolidation of banking relationships
Clients are free to choose their preferred custodian bank from our trusted partner network. Working alongside the custodian, we manage the clients’ assets and provide comprehensive support for all banking needs.
Clients keep full control of their accounts, as our mandate is strictly limited to executing market orders, ensuring efficient portfolio management without allowing any transfers out of the account.
Portfolio Management
▪ You express your needs
▪ Together with you, we identify your expectations and investment profile
▪ Together, we choose the most suitable strategy to achieve your target
▪ We actively invest and monitor your assets
Bespoke Solution
▪ You express your needs
▪ Together with you, we identify your expectations and investment profile
▪ Together, we choose the most suitable strategy to achieve your target
▪ We actively invest and monitor your assets, but you have the possibility anytime to bring in your own investment ideas which we will evaluate together
Advisory Solution
▪ You express your needs
▪ Together with you, we identify your expectations and investment profile
▪ Together, we choose your strategy
▪ Before proceeding with any kind of investment, we’ll discuss our ideas with you and you take the final decision.
Wealth Planning
Through our external partners, we can offer the following solutions:
▪ Trusts and Foundations
▪ Life insurance
▪ Private investment funds
▪ Relocation
▪ Philanthropy