Frequently asked questions

Individuals, families and institutions who want independent, conflict-free stewardship of substantial assets. Most relationships begin in the seven-figure range, though we assess every enquiry on its own merits and in complete confidence.

It starts with a confidential conversation about your goals, your assets and your time horizon. From there we outline a proposed mandate before any commitment — onboarding only proceeds once the structure is genuinely right for you.

Discretionary portfolio management, investment advisory, family-office structuring, asset management and tax & estate coordination — supported by consolidated reporting and independent custody. Each mandate is built around your goals rather than a fixed product range.

Under a discretionary mandate we manage your portfolio day to day within guidelines we agree together. Under an advisory mandate you retain every decision, while we provide institutional-grade research, recommendations and flawless execution.

Our investment committee constructs globally diversified portfolios around your objectives and risk appetite, then monitors, rebalances and reports on them continuously — guided by discipline and long-term thinking rather than market timing.

Always with independent, tier-one custodian banks, in accounts opened in your own name. We never take custody of your assets — we direct and report on them, while you remain the legal owner at all times.

Yes. You receive transparent, consolidated reporting and retain direct access to your custodian, so you can verify every position and transaction at any time. There is no lock-up on your information.

Every relationship is handled in strict confidence under the data-protection standards of the EU and the USA, with access limited to your dedicated team. Discretion is not an add-on for us — it is the foundation of how we work.

We work on transparent, fee-only mandates — typically a percentage of the assets we manage for you — and receive no commissions, kickbacks or product incentives. Your fee is the only way we are paid, which keeps our interests aligned with yours.

Once the mandate is agreed, opening and funding your account with the custodian usually takes two to four weeks, depending on the jurisdiction and the documentation involved. We guide you through each step.