Positive results come from a passion for the small details.
A solution for every client:
Multi FO – External Asset Managers
We have a very personalized service with access to our execution desk and a wide range of global financial assets. A multi-currency consolidated asset platform with a leverage option (lending value).
Single Family Office
While respecting the essence and customs of each family, we focus on the individuality of each family group to understand the scope and address their financial objectives.
We offer a high-level financial service for their investment portfolios that enables them to achieve their life goals, taking into account their financial and real estate assets.
Institutional investors and strategic collaboration agreements
We seek to provide tailor-made portfolio and investment vehicle advisory services to other institutions, and we establish relationships with partners based on trust.
Investors who make their own investment decisions.
- Euroclear: Custody of assets valued at EUR 29.6 trillion with an annual value of EUR 791 trillion in settled securities transactions.
- DTCC (Depository Trust & Clearing Corporation): Offering services to over 130 countries valued at over USD 57 trillion. It processes more than 90 million transactions a day.
- Allfunds: With over 78,000 funds available and more than EUR 380 billion in assets under management.
Investors who, based on an individualized investment strategy, require tailored and recurring investment recommendations.
Client strategy and financial planning
- Defining an investment strategy that makes it possible to achieve short-term targets without jeopardizing the mid- and long-term objectives.
- Life goals: regular income, accumulation for retirement, selling a company or property, investment, and long-term saving for future generations.
- Global Asset Allocation.
- Personalized recommendations according to the investment plan or as dictated by the market.
- Diversification among institutions and issuers.
- Selection of products and funds recommended by our group (tactical, core).
- Other investments: venture capital, real estate, hedge funds, private equity.
Global Ex-custody Advisory
- Comprehensive advice for all your portfolios.
- Global reports and global equity audits.
- Review of costs and analysis of products offered.
Discretionary managed portfolios
Investors who, based on an individualized investment strategy, delegate their investment decisions to our team.