- A boutique approach to asset management
As a mid-sized, boutique asset management
firm, we prioritise long-term relationships and organic
growth. Our goal is to maintain a low employee turnover, ensuring that our clients are consistently
served by a dedicated team, fostering trust and continuity over generations.
- Experienced and ethical professionals
Our team is composed of highly qualified
business professionals, each bringing decades of experience from large financial institutions. We are
committed to upholding the highest ethical standards and providing fair, transparent, and reliable
financial services to all of our clients.
- Tailored investment solutions
We offer both discretionary and advisory investment
services, with the flexibility to provide execution-only services in exceptional cases. Our solutions
are designed to meet each client’s unique needs, balancing risk, return, and long-term financial goals.
- Competitive conditions with trusted partners
Through our partner banks, we provide
highly competitive conditions for our clients. Our individual agreements, based on our high business
volume, allow clients to benefit from economies of scale and access to exclusive opportunities.
- Comprehensive asset coverage
We cover all asset classes, with a particular
emphasis on fixed income and equities. Whenever possible, we prefer direct investments over collective
investment schemes, ensuring greater transparency and control.
- Yield enhancement stratagies
In line with clients' investment strategies, we may
employ yield-enhancing tactics, such as the sale of exchange-traded derivatives. These strategies can
often offer preferential tax treatment, depending on the client's tax residence.
- Tax-Efficient asset management
Unlike many other asset managers, we focus not just
on gross returns but also on the tax implications of investment decisions. We are committed to managing
assets in the most tax-efficient manner possible, tailored to each client’s individual tax situation.
Explore our offering in greater detail with our Information Brochure
