The core activity of i Partners SA is asset management as an independent asset manager, based on the principles of transparency, responsibility and confidentiality. The company offers services in the field of asset management, including consulting and multi-family office services, and focuses on creating added value for its clients by monitoring risks and seeking the best possible risk-return ratio.
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Products & services
Industry:External Asset Management
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Independent asset management, detailed performance reporting and transparency on investment-related costs; selection of products and service providers according to client needs.
Customised Portfolio Management
Ad hoc and personalised discretionary mandate solution, with core model portfolios fine-tuned to client needs.
Analytics & Reporting
Consolidated statements and analytics across multiple portfolios held with different custodians; detailed performance evolution, asset allocation, flows and administration costs.
Multi-Family Office Services
Integrated support for non-portfolio needs through specialised partners, including tax planning, credit facility and estate planning.
Ethical and Shariah-Compliant Financial Solutions
Islamic finance arranging, structuring and related services; Shariah-compliant investment funds, sukuk, structured solutions and Islamic portfolio strategies.
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