We work with premium Ultra High Networth clients and entrepreneurs in variety of sectors in wealth management. Our services typically include:
- Assistance with compliance and account opening;
- Assets structuring including trusts, Private Label Funds and foundations;
- Investment portfolio management;
- Investment performance review and portfolio consolidations globally;
- Financing and liquidity solutions.
We believe that best solutions can not be achieved within one organization and work in ‘open achitecture’ and global partnership model. As such we help to identify best solutions and best counter parties globally that fit specific client cases.
We believe that each client is unique. Our investment strategies are tailor made to meet each individual client goals. They include global equities, bonds, structured products, alternative investments, hedge funds, private equity, real estate, venture capital funds and emerging new digital asset classes.
Our unique banking experience also helps to find non standard solutions such as monetization of illiquid assets, private club deals, hedging or synthetic equity positions.
We keep senior relationships with >50 private banks in Switzerland, Luxembourg, Malta, Monaco, Singapore, USA, UK and other jurisdictions, established and emerging digital banking and asset management platforms and cutting edge technology providers.
Our daily actions are quided solely by long term client relationships and strict principles of business and conduct. We value our clients and grow jointly utilizing extensive global network and deep expertise in solutions and finance.