Wealth Management
We work with insightful and perceptive individuals, families, and corporate clients who require a trusted partner to assist them in managing their wealth. We listen to client’s needs and then construct and carry out strategies that fit their individual preferences, ambitions, objectives.
Creating and accumulating wealth requires effort and determination. Choosing the right wealth manager will enhance the value of your portfolio and preserve your wealth for generations to come. We offer complete discretion, genuine relationship, and expert advice.
Tailored investment advisory
We offer support to investors who wish to make their own portfolio decisions while benefiting from advice, research, and privileged access to investment opportunities.
- The final investment decision lies with the client
- Tailor-made portfolio structuring
- Investment specialists always at clients’ disposal
- Personalized trading proposals
- Active monitoring of risks and maturities in portfolios
- Maximum investment freedom
- Active solution proposals in case of risk alerts in portfolios
Discretionary portfolio management
Discretionary portfolio management solutions are suited for clients who wish to delegate the management of their assets to a team of investment professionals.
- Clients delegate investment decision to us
- Tailored structuring of clients’ portfolios
- A wide range of products available
- Operational management and constant monitoring of positions in the portfolios
- Wealth management supported by investment specialists
we offer include:
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