Our Services

With our long-lasting experience in financial markets, we are your sparring partner for all investment-related topics. We help you to

• Analyze

• Monitor and

• Manage

Your existing investment portfolios with a special focus on derivative instruments. Their appropriate use will enhance your portfolios risk-return ratio and will allow you to tap into new ways to

• Protect your clients’ wealth

• Generate income and yield

• Take advantage of volatile market environments

We provide you with several platforms to manage your tailor-made investment strategies. We are able to wrap any asset into a bankable format and financial instruments. This gives you and your clients flexible alternatives to

• Issue Actively Managed Certificates

• Access new ways of financing ( Private Debt or Private Equity)

• Diversify your portfolio by accessing real assets like art or real estate

Protecting your clients’ wealth is our common goal. In times of geopolitical tensions and economically demanding environments, we can help you to diversify your clients’ wealth in a safe, smart, and sustainable way. We advise with our global network and help you to find the best possible ways to structure and secure clients’ assets and multiple jurisdictions.

We are working with the best-in-class External Asset Managers and can help you consolidate clients’ wealth under fully regulated umbrellas. Succession planning and a solid regulatory framework will be elementary for the next decade and we help you to find to most suitable solutions for both you and your clients.