Your Personalized Discretionary Portfolio Management
Do you have individual or family wealth that you would like to be professionally managed to achieve your long- term goals? Whether your goals are to save for your retirement or to conserve and accumulate wealth for next generation we can plan together an investment strategy that best suits your needs.
Your assets will remain at the bank of your choice or we can advise one of the banks with which we partner. You give us a limited power of attorney enabling us to exclusively act only on investments (buy and sell financial instruments) with no authorization to access your money.
Are you interested to know more about it? Don’t be shy just drop us an email or call us to set a meeting with one of our client advisors.