What We Do

Making you richer

Listening to your needs, we provide discretionary management of your assets that reflects your family and personal financial preferences. In addition to our own expertise, we bring in first-class professionals, bankers, lawyers, fiduciaries and accountants who help us complete our tailor-made solutions.

Asset Management

Asset Management

Performance
& Value

With the objective of preserving and appreciating family capital, we manage the investment process and create the greatest possible value for the given level of risk. We are in charge of:

  • Identifying family’s long-term financial objectives, cash flow requirements and risk tolerance.
  • Defining strategic asset allocation.
  • Discretionary portfolio management.
  • Regular monitoring of the asset allocation, and rebalancing tactical changes.
  • Managing relationships with banks, supervising transactions..
Member of ASG
Member of ASG