We share your values - entrepreneurship, inventiveness, resilience, truthfulness, integrity. And manage your wealth accordingly, through a tried-and-trusted process.
We start with focusing on you. Not just your assets, your financial situation, what you have accomplished - but also what excites you, your goals and aspirations. Where you want to be is at least as important to us as where you are now.
Our team of devoted specialists then builds a comprehensive plan, tailored to your needs and ambitions. It incorporates multiple dimensions and solutions, covering not only savings and investments, but also tax-, real estate-, education- or even philanthropy-related perspectives - and it grows with you.
Whichever phase of life you’re in, your needs and objectives are evolving. We regularly re-assess your situation, following a systematic, pragmatic, well-defined method, and adjust your plan accordingly. So you and your family can continue enjoying life, knowing your hard-earned wealth is in capable hands.
Markets move extremely fast. So do we - while remaining serene, pragmatic, and focused. We offer several types of asset-management mandates and let you pick the one which best fits your needs and style.
You want direct access to a trusted personal investment specialist, with whom you can examine investment options, and who makes sure your decisions are fulfilled reliably and effectively. Our Advisory mandate is for you - whether you are a private individual or an Independent Wealth Manager.
You want us to assess your relevant investment parameters (such as tolerance for risk, time horizon, correlation of your compensation and other sources of revenue with assets we may recommend), to base a tailored asset-allocation model on that assessment, and to build for you a portfolio of financial assets consistent with that model. Our Portfolio Management types of mandates are for you.
You want your advisor to take an open, holistic approach to investing, to rely on well-established and experienced portfolio managers with an entrepreneurial mindset, who offer tried-and-trusted asset-management solutions. Our Fund Mangement types of mandates are for you.