Private Wealth Management · Luxembourg · Since 1987
Management on the scale of your wealth
Every estate has its own history, its own sensitivities and its own plans. That is why we always begin by listening. Succession, the sale of a business, retirement, the next generation: we stand by you at every stage, with a strategy built and revised at the pace of your life. A sincere, available contact who knows your situation in detail.
What we offer
Discretionary management mandate
We work every day so that you can sleep at night.
Designed forInvestors who wish to delegate management with confidence, within a clear and transparent framework.
What it includes
- Conviction-driven management by an experienced team
- An investment profile defined together, revisited at each stage of your life
- Regular, readable reporting on your positions and how they develop
- Direct access to the managers
Execution Only
You keep control of your investment decisions. We provide a professional environment in which to carry them out, together with our market views.
Designed forExperienced investors who wish to steer their own portfolio, with institutional-quality access.
What it includes
- Professional execution of your instructions
- Access to our research and market views
- A transparent fee framework
- The option of moving to a mandate, at your own pace
Family Office
Selling a business, succession, financing: questions to which we provide answers.
Designed forFamilies and entrepreneurs whose wealth calls for an overall view and long-term coordination.
What it includes
- A consolidated view of all your assets
- Coordination of the parties involved: bankers, insurers, advisers
- Support for family projects and succession planning
- A close and committed contact