Independent and cost-transparent asset management for a select number of clients
Independent and cost-transparent asset management for a select number of clients
VALUES
Loyal
to our clients
We put the interests of our clients first when dealing with custodian banks and providers of investment solutions.
Independent
in all aspects of our business
- We help identify the bank that is most appropriate for our client’s needs.
- We acquire economic research and financial analysis produced by top-rate independent providers.
- We continually invest in our operational capabilities to remain competitive and thus assure our own financial independence.
Cost efficient
and completely transparent
Each investment decision takes into consideration the cost of execution. Our portfolio management system completes reporting by the custodian bank to break out all costs and measure the efficiency of the asset management.
SERVICES
CUSTODIAN BANKS & PARTNERS
Our clients benefit from our long-established network of business relations and partners. In particular our clients obtain special conditions from both custodian banks and financial service providers.
Our outsourcing of IT, and use of appropriate service contracts, ensures that we constantly improve our operations, thus remaining very competitive.
Our partners value our drive to focus on our core activity, which brings added value for our customers, their banks and our service providers.
CONTACT
