Private banks | Management companies | Family Offices | Wealth management firms
Our dedicated services:
Asset Management & Investment Consulting | Improve or optimize the management of your clients’ assets across all asset classes. Allocation, selection. Analysis and proposals on unlisted and listed investments.
Performance Analysis | Standardize and professionalize the performance analysis of managed/advised portfolios.
Risk Control | Measure the financial risks of client portfolios and aggregate them. Management and compliance.
Training and studies | Train and support financial managers and private managers, or support them on specific and/or technical subjects. Maintain an academic and technological watch.