We offer 3 kinds of financial investment services described below and guide you in the selection of the best mix of service providers by taking into account criteria that are relevant to you, your family and business.
Discretionary Asset Management
This mandate empowers us with the full discretion to manage your assets according to a precise Investment Profile. That profile is elaborated jointly and mutually agreed upon. It takes into account the following parameters: objective, reference currency, time horizon, periodic cash needs, liquidity constraints, risk tolerance and any specific or general directive of your choice.
Moreover, we exercise close monitoring on the execution of each transaction as well as the implementation of the conditions agreed with the bank.
The flow of contact and reporting is defined with you and a report is sent to you on a quarterly basis.
Advisory Asset Management
This mandate is similar to the discretionary mandate except that each investment necessitates your agreement prior to instructing the bank for execution.
Family Office
The family Office service is the ultimate in your wealth management as it has a holistic purpose and approach. It goes far beyond the traditional asset management.
The Family Office service brings to you:
- Dynamic global asset allocation according to your defined Master Objectives and Investment Profile
- Selection of custodians, asset managers, estate planners as well as service and product providers
- Investment Banking and non financial assets sourcing
- Control of the execution of each transaction and concise consolidation of accounts
- Coverage of your Family’s particular needsAd hoc and quarterly formal meetings to review, strategic and tactical asset allocation, performance and all of the above topics