Our consolidation, reporting and analysis services ("wealth coaching") address the following situations: 
 

• Individuals and Families

• Foundations and Associations

• Religious congregations, Dioceses

• Pension funds

…possessing diversified assets, both geographically and/or in terms of assets class (real estate, stocks, bonds, etc.), and searching for support in the day-to-day monitoring and control of their patrimony.

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Portfolio management: ​based on your needs, we establish discretionary mandates, either directly or through our partners (this applies to bank accounts in Switzerland and Luxembourg).