Regardless of the type of mandate commissioned by our clients (advisory or discretionary mandate), we design tailored investment strategies taking into account their return objectives, as well as the risk-related limitations. We are in charge of both transaction execution and monitoring. On a regular basis, we submit to our clients a detailed report on the progress of their assets.
FINANCIAL PLANNING AND STRATEGY
Our long lasting experience has enabled us to select reliable partners who share our values. Working closely with these banks and lawyers/tax specialists, we can develop financial plans encompassing all particular essential parameters of our clients.
Due to our excellent cooperation with quality partners, we are able to propose our clients to consolidate all different services intended to protect and increase their family capital, with a view to transmitting it to future generations.