Within our wealth management services you can chose the one that best fits your needs. Either a full integrated wealth management service, where you can enjoy the freedom of delegating all aspects of your wealth, or an advisory solution if you only want to have investment advice on which you keep the liberty to act accordingly or not.

Integrated Wealth Management Service

Following your family wealth and needs is too much time consuming and you struggle to have a full and complete picture? How would you feel if someone could be your unique and preferred contact point for all your needs? Think about living in a more relaxed way by enjoying your family or dedicate yourself to your main activity. Ask for a personalized meeting to see what we can do to make your life easier.
In this context, we can help you on the following services:

  • Portfolio consolidation, performance analysis, risk monitoring
  • Portfolio holdings (financial investments)
  • Other holdings such as real estate, art, yacht etc
  • Company’s analysis

Our Team will be your unique and preferred contact point to allow a 360° analysis that will help you to identifying the best solution.

Dedicated Advisory Team

Do you have expertise on managing money but not enough time to perform research? Or you are interested about knowing more and would like to be actively participating on your financial investment? Apply for our personal advisory service! Our specialists will send you investment proposal and will keep you constantly informed about new ideas or trends in the market. You keep the freedom to decide whether you want to go ahead or not.

Interesting to try? Contact us! We will be happy to discuss your needs and see how we can help you.

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.

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