WEALTH MANAGEMENT SERVICES

▼ COMMON PRATICE
Multi-Asset and multi-currency portfolio construction
Portfolio Monitoring
Access to independent research analysts
Access to talented external and internal managers
▼ ON-DEMAND REQUESTS
Risk Management
Tax-efficient investing
ESG/Ethical Analysis and Thematic investments
Real Estate and Private Equity
INVESTING WITH PRUDENCE AND CARE
We strive to balance participating to bull markets and preserving capital during periods of severe financial stress. We avoid unnecessary risks, we do not compromise on liquidity, but we embrace investment opportunities with potential for alpha generation.
EFFICIENT INVESTING
One of our objectives is to minimize costs without missing the opportunity offered by talented active managers. While building our portfolios, we combine both passive and active investments. We focus on our in-house capabilities, where we can find numerous talents and an efficient cost structure.