Who we advise
The method is the same; the mandate changes with who owns the wealth, what obligations it carries and the horizon it is measured against.
One method, three mandates
Diagnosis · policy · implementation · monitoring, in every case.
Individuals
We organise the wealth of professionals, executives and entrepreneurs into a simple, diversified, cost-efficient structure with clear rules for contributions and withdrawals.
Objectives, horizon, required liquidity and allocation ranges in writing.
Diversified international exposure by currency and asset class.
Sustainable contribution and withdrawal paths under different scenarios.
Account consolidation, custody, and a review of costs and taxation.
Families
We support business-owning families through wealth transition: shared rules, defined roles and a portfolio designed for more than one generation.
Capital sleeves by horizon: liquidity, reserve, growth and legacy.
Decision agreements, investment committee and a review calendar.
Coordination with lawyers and accountants to order the transfer.
A single view of the wealth, even when held across institutions.
Companies
We design and implement formal investment policies for corporate surpluses, with traceability and reporting suitable for boards and auditors.
Risk, liquidity and duration criteria, and authorised counterparties.
Maturity ladders and management of operating and strategic cash.
Review of the investment architecture and its tax implications.
Periodic reports on performance, risk and policy compliance.
The document that orders everything
An agreed route map. When markets move, what to do is already in writing.