Other Services

We understand your needs are more than just your financial goals. As your independent wealth management, we go beyond to provide you with a range of value-added services to bring you greater peace of mind.

Consolidation Services

Benefit from comprehensive and consolidated reporting of all your assets, both financial and non-financial, even if they are held in custody in different banks. Our portfolio management system allows for a holistic assessment of your global asset allocation and the overall portfolio risk.

Family Office Services

Our tailored approach encompasses more than just managing your wealth. Leverage our valuable external partnerships with a network of independent, trusted advisors to craft a bespoke solution for your holistic needs. These include a range of family office services such as management of high value and alternative assets (real estate, art, physical precious metals, luxury goods, private equity), insurance planning, legal & tax planning, estate & trust planning and corporate & secretarial management.