Getting in-synch with client objectives in the new investment scenario characterized by low interest rates when on average 75% of UHNWI portfolios are invested in credit and fixed income products, is the challenge for the next decade; avoiding less thought through answers, negligent fast and conflictive solutions and the big mistake of repeating the mistakes of the recent past, increasing volatility and illiquidity.
Evaluation of returns on
a mandatory risk-adjusted basis
An invaluable element we offer is access to our extensive network of industrial families, industry leaders and private equity investors, enabling ideas and business intelligence to be shared across industries everywhere, as well as providing co-investment opportunities.
Nurturing our clients’ entrepreneurial spirit to transfer a family's founding values through the generations.
Businesses come and go, financial wealth changes shape, but the core values of a family remain steady and visible across generations. We support our clients on ambitious philanthropic journeys that aim to maximize the impact of every activity undertaken and to become the gravitational center for present and future family members.
Controlling and reporting
Correct information is what drives bright strategies: we pride ourselves in providing clients with customized, timely, trim, easy to read information boards that summarise everything they need in order to manage, sustain and increase their wealth.
The secular accommodating stance in the interest rate scenario calls for leverage solutions to be integrated into the UHNWI investment approach. Lombard credit with institutional spread and equity release from primary international real estate are pillars of Brightside Wealth Management Strategy.
Wrapping and custody
We develop relations with global banking institutions that allow us to advise clients on deals with implications in multiple jurisdictions. Setting up and maintaining customized investment wrappers, is another cornerstone of our wealth management offer.
Unleash creativity and overwrite people’s memory by providing enlightening learning solutions and a new track on organizational development and managerial education for the next generations