Wealth Advisory
December 30 2016

The Wealth Advisory service consists of consultancy based on a comprehensive view to meet clients’ financial needs and asset structuring requirements.

Wealth Advisory is performed through:

Asset management 

  • Analysis of the total portfolio
  • Monitoring of  instruments, managers and total assets
  • Periodic reporting on total assets and individual managers

Needs management

  • Structuring of asset portfolios
  • Asset protection
  • Structuring of ad hoc vehicles and customized products