The company offers an independent Private Investment Office solution for private family assets, specializing in investment management and serving as an alternative to traditional banks and asset managers.
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Industry:External Asset Management
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Private Investment Office (PIO)
Independent wealth management for affluent families and individuals; overseeing and managing financial assets, fully tailored to clients, with integration into existing bank, custody and family office structures.
Consulting Services
Support for membership or leadership of the Investment Committee, asset consolidation and reporting, advice on investment strategy and asset allocation, asset class advisory, manager analysis, and portfolio risk analysis.
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