Be decisive with every aspect of your portfolio.
CONSOLIDATION of ASSETS
We can aggregate all types of assets (financial portfolios, art, real estate) held in different financial institutions.
DETECTION of ABNOMALITIES
We make sure that your risk profile matches your investments and consistently track any hidden fees, errors or fraud.
COMPREHENSION & TRANSPARENCY
We provide you with sound elements so you always remain aware of the status of your investments.
Consolidation - Expertise - Analysis
Our risk staging allow you to be pro-actively prepared to financial markets erratic behaviors and think through efficiently your presence on the market.
Tracking & Performance
Our utmost mission is to demonstrate with sound elements what contributed to your performance.
Fees & Taxes
We monitor and report the fees and taxes you were charged following your custodian agreements and fiscal status/domicile.
We can keep track of all your financial transactions and money flows and can consult them at any time (ie. handover of power).