Helping our clients to invest in the future

Helping our clients to invest in the future

The opportunity: The second generation of a wealthy European family wanted to learn about and become actively involved in family wealth structures and investment strategies.

Our solution: Working with the family members, we implemented a comprehensive consolidated-reporting system, combined with investment counselling services spanning multiple classes of fixed income, equity, alternative investments and private equity holdings. We also connected the client with independent strategic and tactical investment advice on asset allocation and risk management.

Outcomes: The family board benefited from improved information and analysis of risks and performance in their portfolios, held by numerous banks and investment providers.