Investment advisory

Our goal is to help the families to achieve their long-term financial objectives. The key element of this goal is building up a strategic financial plan, which best fits each family’s culture, background and ambitions. We execute this strategic plan by setting up tailor made asset allocation, recommending the appropriate managers and investment vehicles, monitoring performance, reporting results and recommending changes as required. This portfolio construction process is supported by the well structured investment process and deep analysis of long-term market opportunities.

We also advise families on issues related to financing their own businesses and investments in real estate. Wealth management involves wide relationships with private and investment banks, asset managers, tax advisors, etc. We manage carefully these relationships to ensure that the combination of expenses, risks and benefits best suits the interests of the family.

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