your wealth. your vision.

Control

Be decisive with every aspect of your portfolio.
  • Step 1

    CONSOLIDATION of ASSETS

    We can aggregate all types of assets (financial portfolios, art, real estate) held in different financial institutions.

  • Step 2

    DETECTION of ABNOMALITIES

    We make sure that your risk profile matches your investments and consistently track any hidden fees, errors or fraud.

  • Step 3

    COMPREHENSION & TRANSPARENCY

    We provide you with sound elements so you always remain aware of the status of your investments.

methodology

Consolidation - Expertise - Analysis
Risk

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.

Archives

We can keep track of all your financial transactions and money flows and can consult them at any time (ie. handover of power).

1 FREE review : Risk profile + Allocation

Contact us

Request a demo