Turning possibilities intoglobal investment opportunities.
We advise and invest globally, take a multi-asset approach and use currency diversification.
Authorised and regulated by the Cyprus Securities and Exchange Commission (CySEC)
Licence no. 260/14
Portfolio Management
We manage a discretionary portfolio tailored to you, whether the aim is wealth preservation or capital accumulation.
Tailored portfolios
Single-asset and multi-asset portfolios built around your preferences, in most major currencies.
Structured process
Analysis begins with global economic and market trends, then turns to factors such as valuation and sentiment.
Open architecture
No ties to particular providers, and you can set your own investment restrictions.
Reporting and review
Regular and ad hoc reporting, with direct contact to review performance and strategy.
Single-asset solutions
On request: fixed-income portfolios with direct investments in bonds, and theme-based equity strategies with single equities.
Investment Advisory
Personalised advice in a portfolio context.
A world-class service for professional investors who want recommendations tailored to their risk profile and objectives.
Personalised recommendations
A detailed needs analysis, covering quantitative and qualitative risk, with scenario simulations.
Independence
Not restricted to any product provider: open architecture, with careful fund selection and monitoring.
Proactive monitoring
Ongoing monitoring of your portfolio, and updates on market developments.
Research and meetings
Access to research through our banking relationships, with regular and ad hoc meetings.
Family Office
Our Premium service: we reduce the complexities and enhance the value of diversification.
For investors with many bank relationships, we offer a service that capitalises on our knowledge in dealing with complex wealth aspects.
Asset Consolidation
We consolidate assets and liabilities across banks and managers, providing a single portfolio statement. We analyse the consolidated portfolio and provide all the important information, including performance, allocations and risk parameters.
Risk Monitoring & Control
We monitor the consolidated portfolio against its Strategic Asset Allocation and its objectives. We control the positions, analyse all the risk elements and provide a complete risk opinion across all your wealth.
Quality Assurance
We monitor the performance of portfolio managers and provide a second opinion on the investment proposals of advisors, thus ensuring an independent quality assurance.
Advisory and Management
We advise on the Strategic Asset Allocation and the overall portfolio construction. We pro-actively seek the most suitable investment solutions, based on market expectations, risk and performance.
Wealth Planning
Expert advice for structuring your wealth.
We offer consulting on wealth planning and structuring, with a focus on succession and asset protection. Drawing on a professional network across several European jurisdictions, from legal to accounting and corporate advisory, we bring specialist knowledge to even the most complex cases.
