Our holistic offering takes all aspects of your wealth and supports you through the implementation and monitoring of your investments
Your Relationship Manager will dedicate all time necessary to fully understand your objectives and goals. He will consider all aspects of your financial profile. This includes your risk tolerance, expected rates of return, investment time horizon, structure of assets, liabilities and financial investments, liquidity requirements and financial experience. Accordingly, the Relationship Manager will present an investment proposal streamlined to your situation, with the assistance of a professional team with ample experience in this area.
We offer a platform for the purchase, sale and custody of securities in international markets and financial products.
We offer access through our treasury to the market in various foreign currencies (USD, EUR, CHF, GBP, JPY, Gold) for Spot and Forward transactions.
Structured products represent an attractive supplement to direct financial assets such as equities, bonds, currencies etc. Discover new perspectives and appropriate investment solutions with these innovative and flexible investment instruments, even in challenging market environments.