Investment Advisory

Investment Advisory

  • We provide independent financial advisory services to institutions and selected Ultra High Net Worth Individuals.
  • Our team members provide advisory services in relation to portfolio valuations, asset allocation and investment trends without the conflicts inherent in working for a brokerage or a fund.
  • Our backgrounds in Investment Banking, Private Equity and Big 4 Accounting firms guarantee a best in class service

 

 

Assignment Examples:

1/ Advising a family group on asset allocation between public and private equity, local and international markets. Following strategy definition, we work top-down to determine the best selection of assets and can further assist the family in executing the investments including both in terms of class of instruments and timing of execution

2/ A family group has already made the decision to invest in regional bonds, and they have asked us to make a selection of the best bonds following a certain selection criteria. This selection is then monitored and revised on a regular basis as a function of market developments and the evolution of the investor's strategy and needs.