Our services
Portfolio Management
Indipendent, professional and dedicated portfolio management offering taking care of your needs
Customised Portfolio Management
Ad hoc and personalised discretionary mandate solution tailor made to your needs.
Analytics & Reporting
Consolidated statements and analytics on multiple portfolios held with different custodians.
Multi-Family Office Services
Holistic approach in solving all the non portfolio related needs through highly specialised partners.
Portfolio Management
Our approach is to focus on working with clients to define their financial goals and implement concrete steps to achieve those ones. We provide efficient asset management and administration, detailed performance reporting and full transparency on investment-related costs. We select the best products and service providers to maximize your results by keeping the transactions cost as low as possible. Thanks to our range of expertise we can find the most suitable investment solution for your needs.
Customised Portfolio Management
Thanks to our in-house discretionary portfolio management expertise, we are happy to support you in your investment journey by customising your portfolio. We’ll fine tune our core model portfolios together with you to perfectly fits it to your needs.
Analytics and reporting of consolidated wealth
Through our portfolio management system we have direct access to more than 20 banks. We therefore offer a single statement where clients can see all their assets at a glance.
- Detailed performance evolution
- Asset allocation
- Performance contribution
- In and Out flows
- Administration costs
Multi family offices services
We offer an integrated service. We try to meet all of our customers’ needs by analysing it toghether and solving through to our trusted and specialised partners. Examples are:
- Tax planning
- Credit facility
- Estate planing
