Personalised investment services
for HNWI
and professional investors
Wide asset coverage:
liquid / alternative / private
Access to exclusive investment
deals and structures tailored
to your financial goals
ADVANTAGES
We follow a client-oriented approach where capital preservation is always a priority.
Our interests are fully aligned with our clients, as the principals invest in the same instruments.
Control + Comfort
Client control over portfolio:
• Portfolio transparency, periodical and on-request reporting
• Control over trades and positioning
• Customizable risk limits
• Clear view on sources of risks/return
Performance
All-weather investments:
• Dynamic allocation according to market cycle
(liquid, alternative, trading, distressed, real assets, cash)
• Orientation towards a consistent and systematic performance,
not a game of chance
Skills
Experienced team:
• Over 85Y of combined experience in different markets and cycles
• Wide coverage of asset classes, including equity, bonds,
derivatives, real estate, private deals
and alternative strategies
Risks
Strict investment principles:
• Fundamentals-driven investments
• Red flags and strict risk criteria
• Risks diversification and market timing
• Portfolio construction following risk targets, not a one-size-fits-all solution
FINMA Portfolio Manager license New offer
of Wealth Consolidation and related services
How can we help?