Globally partners with a selected network of custodian banks to secure the best pricing and safety conditions for its clients' assets. We then offer a one-stop shop solution for all advisory needs, from the simplest to the most sophisticated investment.
After the crucial first step of defining your goals and milestones together, we select and structure the best investment solutions to ensure the preservation and growth of your assets.
A customized financial strategy: tailored risk profiles for each client
Through the joint definition of a risk profile for each client, we offer adapted portfolio solutions to achieve certain goals: wealth preservation, transmission, growth, impact, ...
Our cross-asset approach will define a global asset allocation for every need, then a selection of simple direct investments and tailor-made structured solutions.
We adopt a best-in-class open platform model and offer a wide range of possibilities to our clients:
Immediate access to all markets worldwide for listed and OTC securities, on all asset classes (equities, bonds, structured products, private debt, precious metals, commodities, FX, rates, ...
Custody of assets in more than 50 countries at best possible conditions.
Access all the best performing funds from global fund managers or specialized players in developped and emerging markets.