Tailored Wealth
Management Solutions
For High-Net Worth Individuals and their families.
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Our philosophy combines financial planning and investment management; a holistic approach to looking after you while overseeing the management of your assets.
Wealth Management
Our active management and conviction-based approach form an integral part of our DNA as we aim to provide an independent perspective for sustainable investment performance.
Understanding your goals, objectives, and risk tolerance are the founding principles of our relationship, enabling us to propose to you a bespoke investment strategy. We then build your portfolio based on your requirements, risk appetite and timeline, and put your strategy into action through our advisory or discretionary mandates.
Our discretionary mandate is ideal for clients who would prefer their portfolio to be managed by our qualified and experienced finance professionals. Together with you, we build the asset allocation and manage your portfolio to help you achieve your goals and objectives.
Our advisory mandate is best suited for clients who have prior knowledge of, and who regularly follow, financial markets. We advise you on the different asset allocation, but the decision-making power remains in your hands, all the time.
Wealth Supervison & Consolidation
We understand that Wealth Management extends beyond bankable assets. Our in-house IT system encompasses the complete asset landscape of our clients. By offering a holistic view of both bankable and non-bankable assets, we ensure a comprehensive understanding of your wealth.
This global approach provides us with the ability to assist you in the supervision of your global financial situation, allowing for efficient adjustments to your asset allocation.
Multi-custodian Consolidation
Analysis of the securities portfolio of multiple custodian banks across different jurisdictions.
Multi-custodian Consolidation
​Analysis of the securities portfolio of multiple custodian banks across different jurisdictions.
Personsalised reporting
​We provide customised reporting, including non-bank assets for instance, tailored to the most specific needs of UHNWI clients.
An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Our services
In addition to our core activity of tax optimised wealth management, we have diversified our competencies and offering.