Comprehensive analysis of the asset situation, including financial and non-financial assets. Identifying objectives, needs and risk tolerance. Designing the wealth strategy
Selection of the best investment product managers and advisors worldwide; access to exclusive conditions and services.
We use technology as a differentiator to give our customers a unique experience and provide a more customised, efficient service.
We have developed an app which offers:
A comprehensive view of our customers' wealth showing their financial and non-financial assets and covering the most complex family structures.
A clear picture of the family's corporate structure and how the wealth is organised
Regardless of the bank where they are held, managed or advised
Enabling multiple analyses and comparisons in terms of return, risk and cost.
It provides a comprehensive analysis of their investments, focusing on asset allocation, risk measurement and performance attribution.
It encompasses all types of assets:
Financial (funds, stocks, bonds, private equity, venture capital, hedge funds, corporate investments, etc.)
Non-financial, from real estate to private art collections.