We believe that only a truly independent investment boutique focusing exclusively on asset management is better aligned with clients’ goals. The clients select the custodian bank according to their personal preference. We are prepared to make a recommendation if requested. Either way, our clients receive the benefit of our advice.
When opening an account with us, the assets are deposited with a custodian bank chosen by the clients. We formulate investment recommendations based on the defined investment objectives as well as restrictions and, exercising discretion over the sale portfolio.