Wealth management

Product management, portfolios and investments.

Wealth management

Discretionary management
of products and portfolios
as well as alternative invvestment

Asset and money management companies nowadays operate in an evermore complex and increasingly regulated way. We assure you that we comply with the highest standards of professional responsibility, regulation and ethics by offering managed account services for portfolios based on our clients’ mandates and needs, both on a consulting but also on a fully discretionary basis. We work with some of the world’s renowned brokers in order to facilitate your execution and satisfy your portfolio management needs in collaboration with various companies in the principal financial centres, like Switzerland. 

Please see our Track record of the past 15 years