WEALTH
STRUCTURING

WEALTH
MANAGEMENT

ASSET
MANAGEMENT

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OUR SERVICES | WEALTH STRUCTURING

HOLISTIC APPROACH,
OPTIMAL SOLUTIONS,
TRANSPARENCY

Wealth structuring allows extended control, cost-efficient management and long-term preservation of your assets for the current generation and the ones to come. We share with our clients the broad expertise of the Group to provide optimal and transparent structuring solutions using a holistic and pragmatic approach. Through regular and personalized consolidated reports of any liquid and illiquid investments, real estate, art, and retirement plans, our clients have complete view of their Wealth at any time.

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OUR SERVICES | WEALTH MANAGEMENT

EFFICIENT,
TAILOR-MADE, EXCLUSIVE
OPPORTUNITIES

After an in-depth analysis of your financial position, including an assessment of your risk profile, we design portfolios that are cost-efficient and tailored to your needs and goals. Our open architecture provides a broad spectrum of opportunities in liquid investments, alternative products, and private deals.

We maintain regular relationships with economists and strategists from leading banks to ensure that our clients portfolios are managed according to best-in-class standards

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OUR SERVICES | ASSET MANAGEMENT

EXPERIENCED TEAM,
DIVERSIFICATION,
TECHNOLOGY DRIVEN

Our investment team has extensive experience in several products ranging from private and listed equities to bonds, derivatives and alternative investments. Many of us also have significant know-how in developing technology, something that we use to improve the efficiency and resiliency of our daily operations. We blend our financial and technological backgrounds to craft and actively manage highly diversified portfolios in an effective and cost-efficient way. Thanks to our extended expertise in creating special vehicles and in-house products we can also meet the needs of our most sophisticated clients.