DISCRETIONARY
MANDATE

Would you like to fully benefit from our expertise without worrying about the daily management of your portfolio? The best solution is to entrust its management to us.

With peace of mind, you benefit from all our skills and responsiveness.

A MANAGEMENT TAILORED TO YOUR SITUATION

Our work always begins with an in-depth analysis of your financial situation and needs, as well as your expectations in terms of return and risk.

After defining these points with you, we can determine together the management profile that suits you. You can also inform us of your specific wishes, for example in terms of investment categories, sectors, ESG, countries, or currencies.

We will then build a portfolio that perfectly suits you.

OUR RISK PROFILES

We offer you several investment and risk profiles, to which specific filters can be added to match your personal expectations.

These profiles are available in multiple reference currencies.

  • Conservative:
    Mainly focused on stability and generating returns, this profile invests primarily in bond investments with a low allocation in stocks.
  • Balanced:
    This profile aims to achieve an attractive return with investments evenly distributed between money market, bonds, stocks, and alternative investments.
  • Growth:
    The objective of this profile is to achieve high long-term returns. The chosen investment instruments will mainly be stocks, supplemented by bonds, alternative products, and potentially cryptocurrencies.

OUR INVESTMENT INSTRUMENTS

The range of tools available to investors is constantly expanding, but their proper use requires proven expertise.

Our experts offer you their knowledge and professionalism through a wide range of financial instruments:

  • Time deposits and money market
  • Bonds and debt instruments
  • Stocks
  • Investment funds
  • Private equity
  • Derivatives (options, futures)
  • ETFs
  • Structured products
  • Hedge Funds
  • Cryptocurrencies
Contact
Bureaux

Bd des Philosophes 8,
1205 Genève