Services & Benefits


    Specialized Service offered to families and special groups

  • A trusted and independent advisor who offers quality services and tailor made solutions adapted to the needs of private individuals as well as institutional entities.

  • A global approach to Wealth Management & International Private Banking.

  • A privileged relationship with leading depository banks that best suits client needs (with the ability to manage assets in any bank or financial center).

  • Independent Investment Policy and Research.

  • Application of the full spectrum of investment tools (Mandates, Management of dedicated financial solutions).

  • Genuine partnership based on a relationship of mutual trust, ensuring the best investment solutions.


  • Serious and professional practice of Independent Asset Management and Advice.
  • Safeguarding assets, aiming for growth, risk monitoring.
  • Performance, objectivity, service innovation, trust.
  • Open Architecture with no conflict of interest.
  • Optimized investment strategies.
  • Tailor made investment solutions developed in partnership with our network of expert global assets counsel.
  • Assessment of overall banking needs with a dedicated and discrete manager.
  • Stability and continuity of personal relationship regardless of any changes in financial establishments.