Our Services

Personal Services

We define and implement the global strategies best suited to our clients’ wealth profile. To do this, we call on the skills of our asset management, legal and tax planning experts. With offices across three continents, we can offer international wealth management and structuring solutions.

  • Investment and banking services
    • Investment advice
    • Discretionary asset management
    • Custodian bank and transaction efficiency
    • Portfolio analysis and reporting
    • Lombard Credits
    • Trading room and bespoke structured products
    • Private equity
    • Alternative investments
  • Wealth management and structuring
    • Tax and inheritance planning
    • Trust advice and services
    • Life insurance solutions
    • Private investment vehicles
    • Non-financial asset management
    • M&A support
  • Family office and life style services
    • Family governance
    • Consolidated reporting
    • Conciergerie Services
    • Philanthropy
    • Art advisory