The company's core activity is asset management with a focus on discretionary portfolio management, including market analysis, investment advice and financial planning, as well as coordination with external partners such as trustees, lawyers and tax advisors.
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Industry:External Asset Management
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Discretionary portfolio management with a mandate limited to securities in a client’s account, individually tailored to financial situation, experience and investment goals.
Market Analysis and analysis of financial products
Market analysis and securities analysis, including research from custodian banks and independent analysts, selected by the investment committee and processed through an IT platform.
Coordination with tax professionals, trustees and lawyers
Coordination of international clients with tax advisors, trustees and lawyers, including support in selecting custodian banks and structuring personal wealth or business structures.
Consolidation and financial reporting
Consolidation of assets held at several banks, full breakdown of investment costs, integration of non-bankable assets, and financial reporting beyond custodian bank reports.
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