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, construct strategies that fit their individual preferences, ambitions and objectives, and execute them.
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.
• An investment specialist always at client’s disposal.
• Personalized trading proposals.
• Active monitoring of risks and maturities in the portfolio.
• Maximum investment freedom.
• Active solution proposals in case of risk alerts in the portfolio.
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.
• The client delegates the investment decision to the Bank.
• Tailored structuring of the client’s portfolio.
• Wide range of products available.
• Operational management and constant monitoring of the positions in the portfolio.
• Management supported by investment specialists.