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Our Services.

We are fully committed to representing your interests and aligning with your position in every interaction with banks and third-party managers. As an external family office, we leverage the insights and strategies developed across our entire client base, allowing you to benefit from the collective expertise of a dedicated team of investment specialists — while maintaining cost efficiency and independence.

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setting objectives and goals

Setting Objectives & Goals

  • Investor profiling 
    → Know Your Self: liquidity, return target, risk tolerance, investment horizon, currency mix

  • Bank analysis 
    → Assessment of your bank coverage and if adapted to achieve your objectives

  • Working with your banks 
    → Upgrade your profile to see better ideas at competitive prices

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execution strategy
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putting together the building blocks

Putting Together The Building Blocks

  • ​Market Analysis / CIO (see attached example of CIO letter in resources page)

  • Asset allocation (usually over a period of 6-12 month)

Investment Implementation

investment implementation

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  • Full due dill on active / passive Funds, Structured products, and Manager Mandates, single stocks and bond comparison analysis

  • Execution strategy (market timing, clips...) and negotiation of fees with banks

  • Deal flow coming outside of banks (such as real estate loans, special situations) from our network of investment professionals

full investment life cycle

Full Investment Life Cycle

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  • Reporting

  • Ongoing Monitoring: Take gains / Stop loss / restructuring / leverage / extract liquidity

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