Wealth
Supervision
A holistic approach to managing your wealth.
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A global vision and accurate understanding of our clients’ wealth position is essential for us to provide integrated and bespoke supervision and consolidation services to our Ultra-High-Net-Worth, Family Office and Institutional clients.
Our holistic approach allows us to have a clear view of your wealth position in terms of investments in bankable and non-bankable assets and securities. To do so, we monitor and analyse the securities portfolio of multiple custodian banks across different jurisdictions.
Since your wealth situation is unique and would never compare to your peers, our approach allows us to define the allocation of various investments in asset classes consistent with your return objectives, wishes, risk appetite, as well as reporting requirements.
An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.
Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.