Global wealth management

Creation and management of tailored heritage structures

Analysis and monitoring of investment portfolios managed by third parties

Account consolidation

Business Opportunity Scheme (BOS)

“In-house” projects in profitable areas such as real estate or renewable energies

Exclusive access to niche financial products through to our network

Investment opportunities with direct access to a curated selection of startups

Our Services

Our Methodology

01

Detailed description

of the various financial products in order to choose the risk profile that best fits every client's objectives.

02

Portfolio construction

Reference currencies, forex, investment types, risk profile, volatility, liquidity, fiscal and legal restrictions.

03

Monitoring and follow-up

Regular information and periodic analysis with customers in order to ensure that their goals match the current asset management strategy

Our Business model: a tripartite agreement

Risk profiles

There are 5 risk profiles, from the most conservative, number 1, to the most dynamic, number 5. The level of risk is defined at the early stages of the client relationship and can be modified at any time:

I. Fixed return

The objective is to preserve the long-term value of the assets. Minimal volatility in the value of the assets is to be expected.

II. Return

The objective is to preserve the long-term value of the assets. Low volatility in the value of the assets is to be expected.

III. Performance

The objective is a long-term moderate growth of value of the assets. Moderate volatility in the value of the assets is to be expected.

IV. Balanced

The objective is a long-term substantial growth of the value of the assets. Medium volatility in the value of the assets is to be expected.

V. Growth

The objective is a long-term substantial growth of the value of the assets. Higher than average volatility in the value of the assets is to be expected.

Investment profiles are defined according to the constraints and objectives of the client. When providing advice, we always act in the client's best interests.