If you are in a situation of having sizable assets deposited in different financial institutions, but you do not have the time to supervise their management or to establish their overall consolidation, we are equipped to do this for you. We will offer to follow and analyze all investments made, we will study whether the investment management approach is adapted to your risk profile, we will negotiate your fee schedule at depository banks, and we will establish consolidated, multi-currency reporting for you.

​

Your overall wealth may be more complex in terms of its nature, its composition, or size and development over time. We can offer to draw up suitable structures and to provide the management of its components. We can offer to ensure tax and legal optimization, to assist you in the acquisition of new assets, and to help in finding the best solutions to finance and realize your projects.