Family Office and Investment Management for Entrepreneurs and International Families
Company
We are dedicated to a selected number of Entrepreneurs and International Families who are looking for high Performance results, international Expertise, and Serenity in the decisions they take to protect, diversify and enhance their wealth.
We provide to them the support of an experienced, trusted, and dedicated team for the Comprehensive Management of their Wealth.
Our team is composed of highly skilled and trusted Investment and Family Office professionals, each of whom has been directly responsible for managing substantial assets and overseeing private wealth strategies within some of the world's most esteemed financial institutions, banks, and family-owned businesses.
Our company is independent from any bank or financial institution, ensuring that our primary focus is always on serving and safeguarding our client's best interests.
Our distinctive international expertise enables us to provide a swift, responsive, and high-quality service for all their international and local needs.
Family Office
Our service is uniquely tailored to each Entrepreneur's and Family's specific needs, addressing their priorities and providing immediate and lasting time savings, optimized control and decision-making, higher investment returns, reduced costs, efficient project management, and clarity in the global strategy implemented over time.
Reporting
Having a clear understanding of all your assets and liabilities, their performance, costs, cash situation, main risks, and progress on key projects is essential for making timely and informed decisions.
We create customized Reporting & Decision Dashboards for you, enhancing your vision, control, and ability to manage your key projects and investments.
Banks & liquid assets supervision
Our supervision services are designed to help you steer your investments strategy for the liquid assets custodied and managed at your banks and other asset managers.
You will gain a clear view of all your investments and their performance relative to the relevant benchmarks, and of your available liquidity and cash flow needs. We will help you diversify and better control the level of risk of your overall liquid assets.
We will closely monitor the performances of your investment mandates with banks and asset managers, ensuring that they follow the given guidelines at competitive conditions.
Your family office team will take over the administration of your relationships with banks to free up valuable time that you will be able to spend on your fields of interest and expertise.
Private Equity
Leveraging our expansive international network, we continually identify top investment opportunities for you in Private Equity Funds, Start-Ups, Club Deals / Co-Investments, Real Estate, Real Assets, and Alternative Funds.
Our seasoned team actively participates in the evaluation, due diligence, and M&A processes for each opportunity. After the investment is made, we provide ongoing operational monitoring, including valuations, cash calls/exits, legal and corporate follow-up, and risk management throughout the investment's duration.
Financings
We handle the lengthy and sometimes complex negotiations and legal processes for strategic financings with top-tier financial institutions on your behalf, ensuring you secure the best possible terms.
You benefit from our extensive expertise developed over the years in complex financing structuring across multiple jurisdictions, covering a wide range of assets such as Real Estate, Private Equity, Unlisted Shares, Aircraft, and Yachts.
Administration
All Entrepreneurs and International Families encounter the same challenge of an increasing amount of administrative paperwork, KYC requirements, and operational tasks associated with their various investments, legal structures, banks & asset managers, financing facilities, taxes, and general administration.
All this must be managed with limited time available to address these essential but non-strategic tasks.
Our private office administration team handles, prepares, monitors, and controls all these aspects for you, allowing you to focus your energy on more strategic decisions.
Strategic Planning & Projects
We assist each Entrepreneur and Family in crafting their strategic vision, tailored to their unique circumstances: long and short-term investment goals, new entrepreneurial projects, changing tax and legal environments, specific financing and liquidity needs, and multi-generation wealth planning.
By leveraging our team’s expertise and our network of external specialist advisors across various jurisdictions, we help you maintain a clear understanding of these developments and implement the most suitable solutions.
Investment Management
We offer you tailor-made, highly performant and cost-effective investment strategies for your liquid assets, helping you design your portfolio in alignment with your investment objectives and specific long-term goals.
Performance
Our investment professionals have acquired their expertise at prime global financial institutions (JPMorgan, Citigroup, Credit Suisse, UBS, Coutts), with an average 20 years of experience.
Our proprietary methodologies and cutting edge investment models combine traditional Swiss values of precision and timing with the most innovative investment strategies, in order to deliver market beating performance for your portfolio.
We manage your wealth as we run ours, seeing every new investment as taking a stake in a business rather than investing in a financial instrument. We believe that the longevity and success of a great business is driven by the quality and integrity of its people, its products desirability and pricing power.
Investment Style
We offer you a dedicated Active Advisory service, which includes advice on strategic asset allocation, supervision of investment managers and direct public and private investment recommendations.
Your Tailored Discretionary portfolio is unique to your specific goals and constructed via a selection of high conviction direct equity and fixed income investments, combined with best of breed uncorrelated investment strategies.
We manage portfolios that span from conservative investment objectives, where we include a truly protective pocket, to 100% growth mandate, where we occasionally use options to hedge against downside risks. Our low fee structure and pro-active investment style enable you to experience superior risk-adjusted performance over a full economic cycle.
Independence
Your investment portfolio is managed independently from any conflict of interest and will always include the most appropriate investment opportunities that match your investment objectives and style. We do not accept any retrocession, and our fee structure is entirely transparent to you.
Our independent and flexible investment approach enables us to tactically and cyclically adjust your asset allocation according to the different phases of the economic cycle, differentiating from more traditional investment managers and private banks’ more rigid asset allocation guidelines.
Innovation
We deliver high-performing, sophisticated solutions for the management of your investments, ensuring that you always benefit from our capacity to identify new opportunities emerging from shifts in global economic, financial and technological landscapes.
Impact
We make sure that before new investments are included in your strategy, we consider its social, environmental and sustainability impact, working closely with specialist firms to help us differentiating the true positively impacting companies from firms more concerned about their ESG ratings than their actual impact on the world.