Private wealth requires careful, tailored planning and structuring. Financial assets, as well as real estate, private equity investments, collections, and patents – everything with a current or future value – might be included in such wealth. We assist clients in wealth structuring, including estate planning, in all major jurisdictions through partner firms in or close to your network.
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.
