Our approach provides the best of both worlds, combining the sophistication of an institutional investor with the personal touch of a family office. As your Chief Investment Officer, we provide comprehensive and independent expertise and offer both advisory and discretionary mandates.
We build balanced portfolios using proprietary modelling tools and stress-test different scenarios. Understanding different outcomes helps us to assess risk potential, prevent losses and be ready to take advantage of market opportunities.
We believe in open architecture and giving your family access to best-in-class investment opportunities. We cover traditional asset classes, as well as alternative investments such as private credit, private equity and real assets. Our institutional approach identifies leading managers using both our own analysis and our alliances with global consultants.
Our clients benefit from the extensive origination and investment networks of our founding partners. We provide access to exclusive co-investment opportunities, niche managers and private investments usually only available to institutional investors. This enhances portfolio returns, while generating economies of scale and optimizing management fees.
Our consolidated dashboards provide sophisticated performance diagnosis and risk metrics for all asset classes and managers. By giving you a total perspective on your wealth, we can consistently optimize portfolio returns and diversification, and make proactive investment decisions.