How we work
What is different right now? What has changed? What assumptions do people make that are no longer true? Is a new investment paradigm arising?
WHERE ARE THE OPPORTUNITIES?
Interest Rates Outlook
We believe the Japanese syndrome that will affect the Euro-area for the foreseeable future in terms of interest rate level, will force wealth managers to rethink the traditional asset allocation model and the approach to portfolio construction
Blind Spot
Resistant to change creates blind spots and structural inertia. We never manage new worlds and new markets in exactly the same way as the old ones
Cost Structure
The rigidity of the traditional banking structures creates many opportunities for cost-conscious teams like ours that combine technical knowledge, business expertise and creativity. That’s why we can become much more closely aligned with client needs in terms of values and performance
No Red Tape
We always aim to remove the unnecessary liabilities caused by bureaucracy, so we can focus our resources on managing the new investment paradigm characterized by very low interest rates
European Business Climate
European entrepreneurs will struggle to find their way in the competitive arena 2.0 and, in the majority of cases, will have to bow down to Anglo-Saxon leaders or a new wave of emerging entrepreneurs
THE ADVANTAGE OF AN INSTITUTIONAL APPROACH FOR UHNW INDIVIDUALS
Pricing
Full transparency and alignment; significant discount vis a vis pricing applied to individual private clients
Multibanking
Approach
The possibility of dealing with assigned banks once they are aligned with the pricing provided by our selected banking partners
Devotion
Every officer covers a pre-established maximum number of accounts
Leverage
Institutional spread for Lombard credit; international platform for mortgage loans
Investment Focus
Our team is fully dedicated to delivering the best investment solutions, with no administrative or bureaucratic restrictions
Consolidation
Online, open source, storage center for all the financial information related to family wealth. This forms the heart of every strategic decision