Knowledge
Our knowledge has been built on years of experience in the private banking world. Either you wish to have an introduction to the domain, have a third party opinion on a bank’s request or assess the portfolio’s performance, we are here to help. This complimentary service is provided either you decide or not to accept our referral offers.
Information coverage:
– General Questions about private banking (Custody, fees, etc.)
– Family office / Independent Asset manager structures comparison
– Portfolio management comparison (asset allocation, performances and strategies review
– And other questions you may have.
Knowledge
Our knowledge has been built on years of experience in the private banking world. Either you wish to have an introduction to the domain, have a third party opinion on a bank’s request or assess the portfolio’s performance, we are here to help. This complimentary service is provided either you decide or not to accept our referral offers.
Information coverage:
– General Questions about private banking (Custody, fees, etc.)
– Family office / Independent Asset manager structures comparison
– Portfolio management comparison (asset allocation, performances and strategies review
– Etc.
Expertise
In agreement with you we will establish a full analysis report of your portfolios and current financial situation. We will review your asset allocation, your risk profile and define with you your expectations. If you already have a clear idea of your investor profile and the performance target to achieve, we can skip the assessment stage and move directly to the proposal based on your defined criteria. We provide:
– Financial situation assessment of your global wealth
– Investment proposal recommendation which may imply the use of several custody banks with different asset allocation risk profile
Referral
Once we have assessed together your Global Wealth, your investment strategies, your objectives and the performances target to achieve, we will provide you a detailed business offer with negotiated pricing within several banks. If accepted, we will handle the introduction, coordinate the paperwork and make sure the investments implementation is in line with your expectations. Our introduction fee will be covered directly by the financial institutions that will take you as client.
To guarantee an independent advice to your sole benefit, we negotiated the same referral compensation across all the institutions we are working with. We have no other incentive to favour a custodian bank instead of another besides the service quality and the pricing they will provide you.
Referral
Once we have assessed together your Global Wealth, your investment strategies, your objectives and the performances target to achieve, we will provide you a detailed business offer with negotiated pricing within several banks. If accepted, we will handle the introduction, coordinate the paperwork and make sure the investments implementation is in line with your expectations. Our introduction fee will be covered directly by the financial institutions that will take you as client.
To guarantee an independent advice to your sole benefit, we negotiated the same referral compensation across all the institutions we are working with. We have no other incentive to favour a custodian bank instead of another besides the service quality and the pricing they will provide you