We listen long and carefully to identify your needs, goals and risk tolerances, so as to define a customised investment strategy. We dedicate our expertise to building your wealth over time, through investment in a combination of asset classes and exposures dependent on the most compelling valuations. This is done by selecting the best investments available on the market and adapting the exposures based on valuations.
Drawing on our network of contacts, we source and advise you on exclusive direct investments opportunities (e.g. pre-IPOs or co-investments). We offer our expertise to advise you on building portfolios of mainly late-stage venture-backed companies.
Our chief investment officer issues market updates outlining our global market outlook, asset allocation strategy and investment opportunities. This service to clients also includes access to third-party research through our open architecture.
Our professional software provides you with easy access to a consolidated report of your global assets, detailing allocation and holdings. Our customised consolidated reports make it easy for you to review your portfolio’s performance. The report will be available upon request or scheduled for regular delivery as per your requirements.
Our lifestyle management service is based on integrity and discretion. Clients are assured of a highly personal service and care through a single point of contact. Our mission is to coordinate the unique and exacting requirements of our clients and their families. Our dedicated lifestyle management team is in contact with worldwide concierge/lifestyle management companies to ensure the best quality handling of our client’s needs.
Using our network of contacts, we help you find the right partner for services requiring third parties (e.g. trust creation, tax planning or real-estate consulting) and will monitor these mandates at your request.