You should expect detailed knowledge of financial markets as a matter of course from your advisor. However, we pride ourselves in trying to really understand what motivates our clients not only in terms of financial goals, but goals in life, where money and investments are often not much more than a tool.

Wealth Management & Planning

Effects of the global financial crisis and increasing geopolitical risks require you to pay attention to your wealth’s current holding or ownership structure. We would be happy to assess your situation, analyse your legal and investment needs and suggest effective structures for your wealth. Optimising asset structures would be provided by our in-house team and necessary external partners. Protection of your assets and investment excellence would be our primary objective.

Investment Advisory

Are you an engaged investor and you regularly follow critical events important to your wealth? Then we will suggest to you bespoke investment solutions, you will make the investment decision and we will update you about relevant risks during your entire investment horizon.

Discretionary Portfolio Management

You can trust us your wealth, and we would be happy to help you to preserve and increase it. We have a long-term track record of global multi-asset portfolio management and corresponding out-performance to passive benchmarks. We can structure and advise on liquid, less liquid, absolute return, real assets, and public or private investment strategies. We would deploy internal or third-party investment management capabilities. Let’s familiarise ourselves with your risk-return profile.