Building and managing multi-asset class portfolios. Whether on an advisory or discretionary basis, our teams help you define and execute an investment strategy that suits your risk profile and meets your objectives.
Our Family Office Services cover a wide range such as assisting with trusts, estate and legacy planning, structuring of wealth through trusts, foundations and other securitization vehicles, developing a Family Vision, coordinating with third party providers, or even setting up a Private Investment Office.
The consolidation of assets, both financial and non-financial, aims to provide a global view of your total net worth. Through the preparation and the generation of a comprehensive report, the consolidation process enables the asset management team to better advise you on your investment decisions, taking into account different factors that include your assets, liabilities and cash flow requirements.