ADDITIONAL SERVICES

In addition to our unique skillsets from decades of financial market experience, we partner with a broad network of specialists to offer more comprehensive support beyond asset management.

This allows us to offer a wide range of additional services to our clients, such as:

  • Family office services

  • Tax returns, tax and legal questions

  • Alternative investments (hedge funds, private equity)

  • Estate planning and retirement provision (wills, marriage and inheritance contracts, lasting powers of attorney, executor mandates)

  • Arrangement of financing (mortgages and lombard loans)

  • Real estate mandates and real estate management

  • Charitable foundation management and philanthropic projects

Talk to us, we can help you.