Wealth Management
Diversify your investment portfolio globally on
the institution of your choice
What We Offer?
Account Opening
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Account opening on the region and the institution of choice with the freedom to invest in top-tier products and managers
Strategy​
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A tailored investment strategy that suits your profile and built by a Investment Committee with extensive experience in global investments
Management
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The monitoring and management of your investment portfolio with access to exclusive investment opportunities
Planning
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Partnership with legal firms providing guidance on taxes, wealth and succession planning while investing in global markets
Global Wealth Management Opportunities
Independent structure
without conflict of interest
Invest in the manager and through top-tier
institution of your choice
An extensive network
of global partnership
The option to open your account on the institution of your choice or staying in the current
Preserving your
wealth globally
Families and individuals diversifying in global markets are protecting their wealth
Invest in global and sustainable themes
Our allocation strategy allows access the
most diverse thematic investment possibilities