Our Services

We work with several Swiss and International Private Banks that bring us custody and brokerage services. Based on its long term Private Banking experience, our team of experts guides you towards a suitable custodian solution that will enable you to get the financial services you are looking for (from leverage to market access, going through Private Market deals).

Our Disctretionary mandates offer allows a very efficient solution with a very good best execution approach that brings agility to our portfolio managers to achieve our targeted objectives. Our mandates are available in EUR, USD, CHF, GBP. 

Our clients can benefit from a dedicated portfolio management style based on our Advisory solution. The Advisory solution is accessible based on several criteria and at a higher costs due to time constraints involved into the provided solution. 

Our esteemed clients are at the heart of everything we do. We work tirelessly to build and preserve their wealth through thoughtful and strategic investment management. We serve our clients with a tailored or a centralized portfolio management style in order to achieve their financial objectives.