To our high net worth clients we offer customized portfolio management, designed to meet your specific objectives. As a private investor, you will atke advantage to the significant experience of our advisors and our most experienced major banks with solutions that truly reflect your individual needs and circumstances.
Discretionary investment management and administration is provided by a skilled group of investment professionals. Our professional team takes care of all the day-to-day decisions and administration regarding your investments and keeps you fully informed.
Pursuing a traditional, time-proven and fundamental investment approach, the asset mix is regularly monitored and reviewed within the scope of current client objectives and changing financial markets. Combining the flexibility and responsiveness of a dedicated team of portfolio managers with the resources of an investment management firm, you have a premier financial group at your side.