SERVICES

Advisory Mandates

Our process begins with listening carefully to your needs: we give you the time it takes to get to know your story and understand your perspectives and goals. All designed to create a bespoke service for you.

ADVISORY MANDATES

Beyond financial advice

A personalized service adapted to your wishes.

Our advisory process begins with listening carefully to your needs, during which we take the time to learn about your story, understand your perspectives and learn about your goals.

We offer an open architecture

As an independent Bank, we select financial solutions and products with no restrictions. Your interests and goals are our driving force.

A dedicated team of experts

Whether looking for quick advice or want to re-evaluate your long-term investment strategy, our Advisory team is at your full disposal to support you with expertise and dedication, offering advice on every aspect of your financial journey.

Constant monitoring and news

As well as constantly monitoring your portfolio, we share with you the news from around the world that we consider most relevant. Information is key for us to manage every relationship the right way.

Find out more about our other services

  • Discretionary Mandates

    We redefine the traditional concept of wealth management. We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.

  • Advisory Mandates

    Our process begins with listening carefully to your needs: we give you the time it takes to get to know your story and understand your perspectives and goals. All designed to create a bespoke service for you.

  • Execution Only

    If your requirements are freedom and autonomy, our Execution Only solution is the right one for you.

  • Financing Solutions

    Our experience in interest rates and forex, to offer you the credit solutions that best meet your needs.

  • Additional Services

    As well as investment management, we offer a full range of services to meet all your needs.

Do you want to learn more about our services or discuss your financial needs?

REQUEST AN APPOINTMENT

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