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Asset Management Services

"Even by managing our products optimally we can't ensure that our clients invest successfully. The key to a satisfying investment is our management of the client".

LARGE-SCALE ASSETS

Comprehensive investment service geared towards large-scale investments, with the highest confidentiality and the greatest professionalism and specialization by the team of asset managers and advisors.
Personal service to meet each client’s needs.
 

ASSET PLANNING

Comprehensive advice based on a study of future investment needs and resources:

1. Planning of provident programmes (e.g.: income generation, additional provision for retirement, cost offsetting schemes, etc.).

2. Use of techniques to offset flows of assets and liabilities against one another (Asset Liability Management).

3. Selection of tax-efficient investment vehicles for every type of investment.

Triángulo cliente-asesor-analista

FAMILY OFFICE

Complete and multi-disciplinary service which brings within the client’s reach:

1. Access to the team for managing investments in their various areas of analysis, management, trading and tax planning.

2. Availability of the most advanced methods of risk control.

3. Administration, book-keeping and reporting services.

4. Access on preferential terms to Corporate and Investment Banking.