Managing wealth brings complexities that go beyond choosing the right investment strategy to achieve performance. We offer solutions to the many challenges and ever evolving needs that you may have.
Leverage our team's experience in using state-of-the-art wealth management software. We consolidate portfolios of multiple banks and asset managers, review pricing and fees through maximum use of technology available in the market (bank flows, benchmarking etc).
Through a long experience in the wealth management industry, we built a strong network of experts that we feel confident to be associated with. These integrated experts (tax, legal, insurance brokers, medical specialists, schools/universities) allow us to broaden the horizon of our cooperation.
The core to protecting your wealth for future generations is to effectively monitor your asset performance and continuously recalibrate your investment strategy. We provide controlling, consolidation and reporting services for your existing portfolios.
Our clients benefit from full transparency and control over their wealth while we offer customized services tailored to their needs. Customized reports free you from the burden of reviewing lengthy reports from banks while focusing only on the essential.
"Our aim is to accompany you with excellence and discretion in order to simplify your life and free up your precious time. The trust that you put in us is our license to operate."
Providing you with detailed and timely insight of your consolidated portfolio
Controlling bank, third party advisors, manager and other financial service costs
Entity and corporate structuring, consulting and coordination with and oversight of external advisors, accountants and other external service providers.