Some of Our Services

• ADVISORY SERVICES

Get the personalized advice and reassurance from financial experts you can trust. Successful investment advisory always begins and ends with the unique needs of each individual client. Our advice is based on our financial expertise and professional views from the research universe provided by our trusted partner banks. You can expect investment ideas which make a difference.

• DISCRETIONARY MANDATES

Following markets and tracking their performance takes time and expertise. The investment universe and the interdependence of each asset class have become more complex.  We therefore offer our clients Discretionary Mandates based on tailor-made investment strategies that fit their needs and expectations.

• ANALYSIS & CONSULTING

We are not a product seller, we sell advice. We analyze third-party portfolio statements and their performance taking tax impacts and liabilities into account. We consult on how and where to set up your investment portfolio and on corporate services from the legal form to account opening and management.

Providing advice and services for wealthy families under a comprehensive wealth management plan is far beyond the capacity of any one professional advisor. It requires a well-coordinated, collaborative effort by a team of professionals from the investment, legal, insurance, business and tax disciplines to provide the scale of planning, advice and resources needed.

Based on our extended network of dedicated professionals in a large range of areas we support you with regard to the following services:

• Strategic Asset Allocation 
• Consolidation & reporting of bank statements / 

                  unbankable assets 

• Analyzing of portfolios, investments and transactions
•  Real Estate Investments
• Corporate Services Tax and Inheritance 
• Planning Life Insurance Solutions 
• Legal Advice 
• Accounting