Services

Wealth Management

  • Dedicated investment team
  • Discretionary and advisory mandate
  • Strategic and tactical asset allocation
  • Fundamental security analysis and selection
  • Cross-asset fund selection
  • Hedge funds

Direct Investments

  • Venture Capital
  • Private Equity

Wealth Planning

  • Asset structuring
  • Tax-efficient asset management
  • Estate planning
  • Domiciliation and relocation
  • Foundations and philanthropy

Extended Network

  • Selection of custodian banks
  • Legal and tax advice
  • Fiduciary services
  • Insurance solutions and pension planning
  • Real estate and art expertise

Administration

  • Account consolidation and global reporting
  • Multi-family office services
  • Active risk management

Wealth Management


Direct Investments


Wealth Planning


Extended Network


Administration

  • Dedicated investment team
  • Discretionary and advisory mandate
  • Strategic and tactical asset allocation
  • Fundamental security analysis and selection
  • Cross-asset fund selection
  • Hedge funds
  • Venture Capital
  • Private Equity
  • Asset structuring
  • Tax-efficient asset management
  • Estate planning
  • Domiciliation and relocation
  • Foundations and philanthropy
  • Selection of custodian banks
  • Legal and tax advice
  • Fiduciary services
  • Insurance solutions and pension planning
  • Real estate and art expertise
  • Account consolidation and global reporting
  • Multi-family office services
  • Active risk management