Our Services

We create and manage investment portfolios for clients from a wide variety of nationalities.  As a firm that caters to individual wealth management, we offer a highly personalised service to all our clients. Portfolios may include bonds, structured notes, equities, and a variety of investment funds including hedge funds, in a range of currencies, with a selective use of options strategies. We provide portfolios in Euros, Dollars, Sterling and Swiss Francs. All portfolios are shaped to suit our clients’ objectives.

Our client relationship begins with a number of initial personal meetings to allow us to fully understand their needs and requirements and to discuss in depth the appropriate strategy for their account. Thereafter we hold regular meetings with each client to review and discuss issues as they arise and to review their portfolio in the light of their longer financial planning.