Our Process
We build and manage investment portfolios based on each client’s specific objectives.
We start by understanding their needs, risk tolerance and goals. We then plan and execute the strategy, which is monitored on a monthly basis.
This process is ongoing, we guide our clients along the way adapting to their ever-changing needs.
Our Services
Global Investment Portfolios
Our clients are matched to their ideal portfolio based on each individual client’s risk profile, financial objectives and investment timeline.
Our platform’s open architecture allows us to choose from a spectrum of best in-class products, without conflicts of interest while maintaining our high diversification capabilities.
Brokerage
Throughout the years, we have grown a wide network of counter-parties regionally, providing us with local market-pulse and insights, while bridging geographical distances. By working closely with our in-house trading desk, we keep our clients connected with the markets.