The company provides wealth management services for families and high net worth individuals, including asset allocation, ESG & impact investing, philanthropy, private investment, family office and preferred banking.
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Products & services
Industry:Financial Services
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Wealth management with asset allocation, portfolio construction, risk management and access to liquid and illiquid investments, including private markets and ESG/impact approaches.
Family Office
Family office support for families with wealth management, governance and coordination needs, including private office, family governance and expanded support services.
Asset allocation
Investment strategy and portfolio allocation according to legal and tax frameworks, risk profile and financial objectives, with access to private investments.
ESG & Impact
Investment support for ESG and impact objectives, with definition of the impact orientation and data-backed support, while safeguarding financial objectives.
Philanthropy
Advice and support for philanthropic initiatives, from local projects to global initiatives, to shape a personal family or impact line.
Knowledge
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