We have experience in serving a wide array of corporate clients from all sectors of the economy, either through our mutual fund offerings or through our advisory and discretionary portfolio management services. Our customers come from the sectors of shipping, technology, and retail, among others. Whether you want to make more of your cash deposits or design group investment solutions and retirement plans for your employees, our investment professionals can help your organization achieve its objectives.
We help you create the right portfolio that fits your profile of obligations.
We focus on effectively diversifying your portfolio with optimal distribution according to your investment goal using sophisticated monitoring strategies.
Under the current legal framework, mutual funds are taxed on their total assets. As a result, potential goodwill and dividends (if distributed) have no additional income tax.
We specialize in investment solutions that can be easily converted into cash.
Access to secure custodian banks (HSBC, Lombard Odier, BCGE, Societe Generale de Luxembourg).
Through our international partnerships, we offer a wide range of investment products and personalized solutions to help to achieve your investment goals. Our goal is to help you preserve and increase the value of your assets.
Through our products and services, your company can be shield itself from unforeseen risks.Through our products and services, your company can be shield itself from unforeseen risks.