Various services within our group
Wealth Management
- Dedicated investment team
- Discretionary and advisory mandate
- Strategic and tactical asset allocation
- Fundamental security analysis and selection
- Cross-asset fund selection
- Hedge funds
Direct Investments
- Venture Capital
- Private Equity
Wealth Planning
- Asset structuring
- Tax-efficient asset management
- Estate planning
- Domiciliation and relocation
Extended Network
- Selection of custodian banks
- Legal and tax advice
- Fiduciary services
- Insurance solutions and pension planning
- Real estate and art expertise
- Succession Planning
Administration
- Account consolidation and global reporting
- Multi-family office services
- Active risk management