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Our services
Advice & support
personalized
MultiPlus services:
Our consolidation, management analysis, and wealth coaching services are aimed at:
Individuals and families
Foundations, religious congregations and dioceses
Pension funds
…possessing diversified assets, both geographically and in their composition (all types of financial, real estate or movable assets, etc.), and wishing to be supported in monitoring and controlling the management of their assets.
Personalized and tailored wealth management advice.
Consolidation
Asset consolidation (Reporting)
A "virtual global repository"
A clear and harmonized vision of global assets
The customer is relieved of often cumbersome and complicated follow-up.
Audit and Controle
Audit and control (Monitoring)
Continuous monitoring
Adherence to the parameters of the mandates and the client's investment philosophy
Identifying visible and "invisible" costs
Errors and omissions
Analyse comparative
Comparative analysis of performance, costs and risks
Comparative analysis of portfolios with each other and/or with appropriate benchmarks
An objective and detailed assessment of the quality of asset management and the risks associated with it
Service Additionnel
Additional services
Restructuring of banking relationships
Consolidation and optimization of real estate assets
Other wealth management support services
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