Asset management advice for investment professionals

Our dedicated services

Perfectly suited for private banks, management companies, family offices, wealth management firms

Asset management and investment consultancy

Improve or optimize the management of your clients’ assets in all asset classes.
Allocation, selection. Analysis and proposals on unlisted and listed investments.

Performance analysis

Standardize and professionalize performance analysis of managed/advised portfolios.

Risk control

Measure and aggregate the financial risks of customer portfolios. Management and compliance.

Training and studies

Train and support financial and private managers, or assist them with specific and/or technical issues. Maintain an academic and technological watch.