Our main objective is to preserve the long-term assets, while continuing to exploit investment opportunities. You can delegate the day-to-day management of your assets to us. We will understand your needs and objectives, your return expectations and your risk carrying capacity.
Taking into consideration also other numerous factors such as the amount of your assets, your reference currency, your liquidity needs and your horizon, we will formulate your investment strategy. Our product selection is independent and free of sales objectives.
Open architecture research platform ensures access to the best managers and we are not tied to in-house managed funds or products. We will actively manage your assets through a custodian bank of your choice. In term of fees negotiation, you will benefit from our strong position. We regularly inform you about the performance of your portfolio.