Our expertises and our network give you access to a large range of services, going from the choice of your asset managers to the consolidation of your financial assets, as well as the administrative support you may need.
Know what you own, and know why you own it.
Through our expertise and network, we guide you in the choice of custodians and asset managers. We will help you select the most appropriate counterpart according to your needs.
Our analysis includes the followings:
Thanks to our commercial leverage, we can negotiate the most competitive pricings.
Thanks to our tools, you will have a global and exhaustive view on your wealth as well as in-depth analysis. We aim to optimize your performances, through a very accurate risk control, a special attention to costs, and the quality of the asset management.
We monitor your portfolio automatically, and you will be informed of any changes or incurring risks. We check whether the management fits your risk profile and your goals. We have frequent discussions and meetings with the managers.
You have access to consolidated reports, thanks to our IT system, that will give you a clear and comprehensive look through your assets.
Our independence and our experiences will give you access to a large range of external specialists.
We will guide you through daily administrative operations and through more specific needs such as:
