Asset Management Partner

We have a solid –and long- business history as an Asset Management Partner for financial institutions. That means being there for partners, to integrate and complement their existing offer, to look for and find the answer to a particular business need. We take care of research and innovation processes and we implement the technological developments required by the project. We also help to define the structure of new products we develop together with the client.
Finally, we deliver full solutions following our strategies, all meeting clients’ goals and market needs. They may adopt distinct structures:

investment mandated & funds

Bespoke funds and management agreements to cover specific investment objectives.

overlay mandates & funds

Bespoke currency, equity, fixed income or commodities overlay solutions.

discretionary portfolio management

A whole service to create fund selection and model portfolios adapted to client’s profiles.

financial planning

Building bricks service for lifelong investment goals.

family office service

Your family, your rules. Tailor-made financial services that fit like a (silk) glove to UHNWI.

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