PRACTICE

AREAS

WEALTH MANAGEMENT

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CORPORATE SERVICES

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FIDUCIARY SERVICES

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ESTATE PLANNING &
TAX OPTIMIZATION

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TAILOR MADE

TO YOU

WEALTH MANAGEMENT

Tailored and comprehensive investment advice offering a full range of global investment alternatives. Our first step would be to define your goals regarding the management of your wealth. We operate in global markets including mature markets like the USA and Europe, but also markets such as Asia, South America and certain emerging markets. Where needed we rely on reputable external investment managers that complete our network and form the cornerstone of our investment policy which we implement in our clients' portfolios. We focus on risk management in parallel with the expected returns of all investments. Our objective is to achieve performance within controlled risk parameters. Some of our specific products are: 

  • Securities and foreign exchange dealings 

  • Execution of stock market transactions worldwide

  • Fixed income bonds in both developed and emerging markets

  • Trading in alternative instruments (hedge funds, derivatives and structured products and private equity)

  • Custody of physical gold

  • Financial and market analysis

  • Tax and legal advice 

  • Analyses of individual companies 

  • Access to industry analyses (banking, insurance, food industry, technology, medicine, pharmaceuticals, mechanical and electrical engineering, chemicals, etc).