We provide a wide range of services powered by

TRUSTFUL 
INNOVATIVE 
SUSTAINABLE 
MULTIFACETED 
CULTURE

OUR INVESTMENT PHILOSOPHY

Our approach to asset management involves long-term capital preservation and appreciation, based on each client’s risk profile and financial objectives.

When managing clients’ portfolios, we follow a risk-based approach based on individualised profiles according to risk tolerance and performance targets. This allows us to determine an overall asset allocation for each portfolio, within which we retain the flexibility of an open architecture allowing independent asset selection.

WEALTH MANAGEMENT

Discretionary mandates

You delegate the management of your assets to our team of investment professionals.

Advisory mandates

Our team of experts provides you with insights, investment ideas and solutions. The investment decision remains yours at all time.

Family Office

• Multi Assets Global consolidation
• Structuring optimization
• Financial concierge

Mutual FUND MANAGEMENT

Private Label funds

• Open architecture

Club deals

Access to exclusive off-market investment opportunities, debt-equity, real estate.

INSTITUTIONAL ASSET MANAGEMENT

Bespoke financial solutions

Actively managed certificates