INVESTMENTS
We help the client to understand the variety of financial products, develop an investment strategy, organize an effective investment process, including the creation of an investment declaration, provide an independent opinion on the choice of investment managers and investment instruments.
- Audit of the existing investment portfolio of the client and the cost of services
- Benchmarking for banks commissions and services and investment managers
- Investment declaration preparation
- Development of an individual investment strategy
- Assistance in determining the structure of the investment portfolio and choosing investment instruments
- Providing an independent second opinion on proposals from existing client banks and / or external managers
- Organization of a tender for the selection of an external manager
- Legal registration of investments
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CONTACTS
Monaco
Paris
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