WE OFFERS OUR WEALTH MANAGEMENT SERVICES TO BOTH PRIVATE AND INSTITUTIONAL CLIENTS.

Sometimes taking care of one’s own wealth can be difficult and time consuming. Over the years we have become the trusted partner for our clients and worked with them to protect and grow their family wealth while involving the new generations for a successful succession plan. We offer different solutions as we believe each family has unique needs that must be addressed at the very beginning of the relationship. Beside tailor made services we offer our clients the possibility to choose between two different mandates according to their preferences and needs.

By choosing this mandate our clients fully delegate all investment decisions to our team according to their risk/return profile. Clients’ assets remain in custody at the client’s preferred bank while the management of the portfolio is done by our team via a limited power of attorney which permits only investment transactions required for managing the portfolio.

Sometimes our clients possess some expertise or simply prefer to be constantly involved in all investment decisions. In this case they opt for an advisory mandate where our specialists send investment proposals and keep them informed about new ideas or trends in the market. Based on the information received the client decides whether to act or not.

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