SERVICIOS >
PORTFOLIO MANAGEMENT | FUND HOSTING | ADVISORY

Advisory

 

We provide institutional clients in synergy with the service offered to our private clients, we help them to optimize the creation of their portfolio.
 
We contact all our partners everyday in order to carry out an optimal transmission of the information on investment solutions and markets.
 
Our services cover several classes of Assets, in particular long-only funds, UCITS structured alternative funds, hedged funds, and Private Equity funds.
 
 
 
 
Advisory
 
We deliver consolidated Asset and risks analysis and underline strengths and weaknesses. We provide an optimized Asset repartition, respectful of the tolerated risk level and of the needs of the investors.
 
Supervision
 
Our clients’ managers respect the mandate and a following of the pricing is applied. We detect the gaps and advise on possible improves.
 
Reporting on the whole capital
 
We give a consolidated and fully transparent image. We subcontract some of our services to partner of quality according to the interest of our clients and our standards of excellence.