Consolidating your assets
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
Our services
Comprehensive asset planning
Our consolidation system encompasses all types of assets, from conventional investments (such as equities and bonds) to non-traditional assets (such as real estate, artworks and cryptocurrencies). Having this comprehensive view eliminates potential cluster risks from your portfolio.
Customisable asset reporting
Our reports are a useful tool for strategic decision-making by listing your transactions and providing an accounting record of your securities holdings. Reports can be fully customised to suit your requirements. Detailed yet streamlined, they will easily demystify complex situations.
Precise monitoring of strategy and access rights
We oversee your strategy, supervise the agents responsible for managing your portfolio and monitor its performance. With your agreement, members of your family may also participate. By controlling access rights, we can ensure full privacy of information.
Our customised solution
Seasoned, independent advice
Our many years of experience help you effectively manage your personal and real property wealth, supported by our team of financial, property and tax specialists.
Providing peace of mind for your family now and educating future generations
Our vision extends beyond the current generation. It is about supporting you for the long term. We include members of your family in the management of your assets, according to their individual expectations and needs.
Keeping information in one place
We offer storage and archiving for important items such as your insurance policies, original paperwork, passwords, confidential information, and whatever you’d like to keep safe with us.
Our family office services
In addition to a comprehensive range of custodian services, our size allows us to provide personalised administrative follow-up, calibrated to meet your family’s needs and expectations.
Tax expertise
Our long-standing experience in wealth advisory enables us to help you efficiently and work exclusively in your interests.
