We redefine the traditional concept of wealth management.
We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.
Cutting-edge Discretionary Solutions
Our discretionary solutions redefine the traditional concept of wealth management.
Depending on your needs and aspirations, you have at your disposal the Multi-Line Discretionary Mandates or the Personalized Discretionary Mandates (MGP). Whichever decision you make, we will manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability aspects.
Multi-Line: Flexibility at your fingertips
Managing your portfolio has never been so easy.
We have created a series of lines for you, managed by our experts according to clear rules and robust strategies. Together with your personal advisor, you can build your portfolio with the lines that suit you best. Even so, you can alter your asset allocation at any time.
MGP: Simplicity at your service
Unique management, fully dedicated to you.
If you select personalized management, our experts will sit down with you to fully understand your preferences and goals, to devise a unique management.
Once the strategy has been decided on, we will take care of your investments from every perspective and keep you duly informed.
Find out more about our other services
We redefine the traditional concept of wealth management. We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.
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.
If your requirements are freedom and autonomy, our Execution Only solution is the right one for you.
Our experience in interest rates and forex, to offer you the credit solutions that best meet your needs.
As well as investment management, we offer a full range of services to meet your needs.
Do you want to learn more about our services or discuss your financial needs?