In the best expression of Wealth Management

we believe that providing our clients with the most efficient investment solutions is inherent in the concept of advanced financial advisory. Also in this context, we do so by screening constantly the results of active fund vs passive investment solutions in order to always select the best strategies that are able to extract more value out of our client’s portfolio.

We tend to prefer building exposure to most liquid markets via core passive solutions combining them with factor-based strategies in order to diversify and correctly calibrate risk budget in a portfolio context.

We look at uncrowded investment areas with less efficient markets where accurate and highly skilled active manager can generate significant value after cost.

We give our customers exclusive access to a structured and rigorous selection of managers and products identified through a proprietary quantitative process combined with a qualitative due diligence.

We focus on total cost of products: the selection is not biased by any kind of conflict of interests, we select the cheapest share class and we transfer any rebates received from producers to clients. In any way we are not remunerated by the managers selected.