Tax and legal advisory Financial Markets Philanthropic matters Family Governance - Fair process
Exemples of missions
We help clients to define a global investment policy for all their portfolio managers (multi-custodian strategy) notably to secure their risk profile and optimize the global reward.
We also coordinate and challenge the different portfolio managers by checking all the arbitrages propositions and their market timing; If a deviation of the investment policy is detected, we follow up by informing the client and then the portfolio managers.
We use scenarios to calculate the market risk of each portfolio (stress-test) and provide performance attribution analyses.
We organize global tenders to select and coordinate the best experts in all assets classes.
Expertise
Tax and legal advisory Financial Markets Philanthropic matters Family Governance - Fair process
