Integrated investment services for qualified investors.
We provide a comprehensive range of services for clients looking to build, preserve, structure and deploy capital with professional support.
One platform, multiple areas of expertise.
Clients often require more than an investment recommendation. They need custody coordination, dealing support, risk control, access to selected opportunities, financing discussions, reporting and a reliable team that can keep the whole structure connected.
Asset Management
Discretionary or advisory portfolio support across equities, fixed income, commodities, foreign exchange, funds and structured products.
Investment Advisory
Conviction-based investment ideas sourced and presented in line with client risk profile and asset allocation.
Custody Coordination
Support in working with banks and custodians, including operational follow-up and documentation coordination.
Dealing Support
Execution assistance, order coordination and market access support where appropriate to the mandate.
Financing Solutions
Discussion and coordination of financing options such as lombard lending, liquidity planning and collateral-based solutions.
Multi-Family Office
Consolidated thinking around family capital, reporting, governance, administration and long-term financial objectives.