Because your needs and expectations are important to us we will take time to sit down with you and analyze your specific requirements and constraints, consult other specialists when required, look at all general pertinent conditions and make sure that the best solution for you is implemented.
In a personal discussion, we will formulate your individual investment strategy, taking into consideration numerous factors such as the type and amount of your assets, liquidity needs, investment goals and horizon, risk tolerance and reference currency. Thereafter we will actively manage your assets for you either on a discretionary or on an advisory basis through a custodian bank of your choice and will report to you at your preference.
In cooperation with reputable international law firms and tax advisors we can advise you on how to effectively plan and implement the most adequate holding structure, taking into consideration any inheritance and succession issue you may have. Vehicles for holding or transferring assets include trusts, foundations, insurance products, wills, etc.
Whether you are an individual or a portfolio manager, we can provide you with a “one stop shop” for the creation and administration of your own investment fund. This includes the preparation of all offering documents and agreements, providing the administrator, accountant, custodian, directors and auditors as well as arranging for the license.
Family and Relocation Services
We understand that your needs go beyond the management of your financial affairs. In cooperation with close partners, who are specialized in their respective fields, we can also serve you in the areas of business intelligence, executive protection, education programs for the next generation, special health treatments, real estate or accompanying you through the administrative process in connection with a change of residence.