Supervision patrimoniale
Une approche holistique de la gestion de votre patrimoine.
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We understand that wealth management extends beyond bankable assets. Our internally developed IT system encompasses the complete asset landscape of our clients.
By offering a snapshot of both bankable and non-bankable assets, we ensure a comprehensive understanding of your wealth.
This global approach provides us with the ability to assist you in the supervision of your overall financial situation, allowing for efficient adjustments to your asset allocation.
Notre approche holistique nous permet d'avoir une vision précise de situation patrimoniale en termes d'investissements dans des actifs et des titres bancables et non bancables. Pour ce faire, nous surveillons et analysons le portefeuille de titres de plusieurs banques dépositaires dans différentes juridictions.
Modular and customisable value-files
Since wealth situations differ, we are able to define in a targeted and personalised manner the allocation of various investments in asset classes corresponding to your objectives and wishes.
Personsalised reporting
We provide customised reporting, including non-bank assets for instance, tailored to the most specific needs of UHNWI clients.
L'investissement dans la connaissance est celui qui rapporte le plus d'intérêts.
BENJAMIN FRANKLIN
Our services
In addition to our core activity of tax optimised wealth management, we have diversified our competencies and offering.