SERVICES

Discretionary Mandates

We redefine the traditional concept of wealth management.
We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.

DISCRETIONARY MANDATES

Cutting-edge Discretionary Solutions

Our discretionary solutions redefine the traditional concept of wealth management.

Depending on your needs and aspirations, you have at your disposal the Multi-
Traditional Discretionary Mandates or the Personalized Discretionary Mandates (MGP). Whichever decision you make, we will manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability aspects.

SOLUTION 1

Traditional Discretionary Mandates: Expertise and care by your side

Managing your portfolio has never been so easy.


With a Traditional Discretionary Mandate, we work with you to identify the risk profile that best suits your needs. We then take care of everything else, with the utmost attention to every detail. 

SOLUTION 2

MGP: Simplicity at your service

Unique management, fully dedicated to you.

If you select personalized management, our experts will sit down with you to fully understand your preferences and goals, to devise a unique management.
Once the strategy has been decided on, we will take care of your investments from every perspective and keep you duly informed.

Find out more about our other services

  • Discretionary Mandates

    We redefine the traditional concept of wealth management. We manage your savings methodically, with attention to detail, risk mitigation and a focus on sustainability.

  • Advisory Mandates

    Our process begins with listening carefully to your needs: we give you the time it takes to get to know your story and understand your perspectives and goals. All designed to create a bespoke service for you.

  • Execution Only

    If your requirements are freedom and autonomy, our Execution Only solution is the right one for you.

Do you want to learn more about our services or discuss your financial needs?

Contact us

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