Expert guidance and tailored solutions for your financial growth.
Explore Our ServicesAccess to our team of experienced analysts and their in-depth market research.
Advanced risk assessment tools and strategies to protect and grow your wealth.
Tailored investment strategies that align with your unique financial goals and risk tolerance.
Personalized investment strategies tailored to your goals.
Comprehensive financial planning for your future.
Exclusive banking services for high-net-worth individuals.
We start by understanding your financial goals, risk tolerance, and time horizon.
Our experts analyze market trends and opportunities to inform our strategy.
We develop a personalized investment strategy tailored to your needs.
We continuously monitor your portfolio and make adjustments as needed.
| Feature | Investment Advisory | Wealth Planning | Private Banking |
|---|---|---|---|
| Minimum Investment | €100,000 | €250,000 | €1,000,000 |
| Dedicated Advisor | Yes | Yes | Yes, with 24/7 access |
| Investment Options | Stocks, Bonds, ETFs | + Mutual Funds, Real Estate | + Private Equity, Hedge Funds |
| Financial Planning | Basic | Comprehensive | Advanced & Bespoke |
Average annual return over the past 5 years
Assets under management
Client satisfaction rate
Past performance is not indicative of future results. Investment returns will fluctuate and are subject to market volatility.
Schedule a consultation with one of our expert advisors to discuss your financial goals.
Schedule a ConsultationOur Investment Advisory service starts at €100,000, while our Wealth Planning and Private Banking services have higher minimums. We offer solutions for various investment levels to help you grow your wealth.
We provide monthly performance reports and quarterly comprehensive reviews. However, you can access real-time updates through our secure online portal at any time.
Absolutely. We understand that life circumstances and financial goals can change. We conduct regular reviews and can adjust your investment strategy as needed to align with your evolving objectives.
We offer a wide range of investment options including stocks, bonds, ETFs, mutual funds, real estate investments, and for qualified investors, access to private equity and hedge funds. Your specific options will depend on your chosen service level and investment profile.
