Monitoring

We provide your clients with expertise and hands-on experience in managing their complete wealth situation. We measure, manage, monitor and control without conflicts of interest:

  • Consolidation: through our different solutions, we can build a consolidated vehicle covering all different asset classes (quoted or non-quoted, private equity, real estate, non-generating income possessions, art works, etc.), in different forms and in different countries.
  • Risk Management: we first invest time to understand your clients’ objectives and risk appetite. We use tailor-made risk monitoring tools to ensure your clients’ portfolios are managed according to their expectations.