SERVICES

Discretionary Mandates

We redefine the traditional concept of wealth management.
We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.

DISCRETIONARY MANDATES

Cutting-edge Discretionary Solutions

Our discretionary solutions redefine the traditional concept of wealth management.

Depending on your needs and aspirations, you have at your disposal the Multi-Line Discretionary Mandates or the Personalized Discretionary Mandates (MGP). Whichever decision you make, we will manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability aspects.

SOLUTION 1

Multi-Line: Flexibility at your fingertips

Managing your portfolio has never been so easy.

We have created a series of lines for you, managed by our experts according to clear rules and robust strategies. Together with your personal advisor, you can build your portfolio with the lines that suit you best. Even so, you can alter your asset allocation at any time.

SOLUTION 2

MGP: Simplicity at your service

Unique management, fully dedicated to you.

If you select personalized management, our experts will sit down with you to fully understand your preferences and goals, to devise a unique management.
Once the strategy has been decided on, we will take care of your investments from every perspective and keep you duly informed.

Find out more about our other services

  • Discretionary Mandates

    We redefine the traditional concept of wealth management. We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.

  • Advisory Mandates

    Our process begins with listening carefully to your needs: we give you the time it takes to get to know your story and understand your perspectives and goals. All designed to create a bespoke service for you.

  • Execution Only

    If your requirements are freedom and autonomy, our Execution Only solution is the right one for you.

  • Financing Solutions

    Our experience in interest rates and forex, to offer you the credit solutions that best meet your needs.

  • Additional Services

    As well as investment management, we offer a full range of services to meet all your needs.

Do you want to learn more about our services or discuss your financial needs?

REQUEST AN APPOINTMENT

Go top