We’ve built a successful business strategy on two key service models: a comprehensive 6-stage wealth management process and an external asset management model.
Wealth management process
SIX-STAGES TO SUCCESS
Our comprehensive 6-stage wealth management process enables us to deliver a best-in-class experience when it comes to our clients’ investment objectives.
External asset management model
A NETWORK OF EXPERTS
As an External Asset Manager (EAM), we provide a link between us, our client and the selected private bank(s) or financial institution. We clearly define the roles and responsibilities of all parties to ensure optimal clarity and security.
We take an integrated, holistic approach when it comes to financial planning.
