- International Bank Account Opening
- Portfolio Monitoring, Audit of all Transactions, Consolidation & Reporting
- Research and follow up of financial products
Taylor-made financial products
- Negociation for Loans (Mortgage, Lombards, fixed term loans, etc.) and Fiduciary Deposits
- Intermediation for linked services (Tax & legacy counselling, Foundations, Trusts, etc.) through trusted specialized partners
- 3 types of mandates: Discretionary, Advisory and Supervisory
Bénéficiez d’opportunités globales,
d’accès privilégiés et réduction de coûts:
- Accès à un grand nombre de banques dépositaires de premier plan, offrant les meilleurs services et opérant sur tous les marchés; réduction significative des divers frais bancaires et contact direct
- Accès aux classes institutionnelles des fonds même en dessous des minimums d’investissement habituels
- Networking, opportunités d’investissements, création de produits sur mesure
2
3
Supervisory mandate
supervision and monitoring of your assets
- Another pair of eyes on your global assets and investment strategy
- Audit and monitoring of all bank transactions,
fees and commissions
- Consolidation of all portfolios & personalized
reporting - for a broad outlook and a better understanding of your investments and global wealth.
1
Discretionary management mandate
delegated management while
being kept informed
- Professional & Individualized Portfolio Management, Based on a Risk & Investment Profile established for each client.
- The Risk & Investment Profile is established after thourough discussion with the client to best match the Client’s objectives, risk tolerance and financial situation - Regular adaptations are possible in order to fit market’s evolution and/or a change in the Client’s situation, needs or objectives.
- Instant Decision Making & Personalized Investment Scheme – in accordance with the Client Risk & Investment Profile, timeliness and consistence with Market Conditions
- Decision & Execution of trades, unless requested by the client
Advisory mandate
for clients willing to play an active role
in managing their assets
- Investment Advice and Ideas, Risk
Management Advice
- Access to the latest prices, quotes and the Best Investment Resesearch from recognized reliable sources
- Advice on Offerings and Corporate Actions
- Execution of trades
- Audit and monitoring of all bank transactions, fees and commissions
- Portfolio consolidation & personalized reporting