Family office
Our experts offer valuable advice on the exclusive service of your wealth interests.
Beyond the traditional management of our private clients’ assets, we support them in all investment and non-investment related matters, tasks and services. We strive to be long-lasting partners to our clients, based on a personalized and trusted approach.
Our range of services at a glance:
- Portfolio Management & Advisory
- Asset allocation recommendations
- Trading ideas
- Definition of investment strategies
- Wealth structuring
- Creation of model portfolios
- Publications of market insight
- Portfolio and performance analysis, investment proposals, second opinion
- Consolidated risk and performance reporting
Our team will be happy to answer your questions.
