Private Wealth Management

You are wealthy with a grown and complex asset structure. You may even run your own company. You would like comprehensive support and advice on your financial wealth from an experienced and competent Wealth Manager. When necessary, this Wealth Manager is also expected to work together with your usual partners such as tax advisors, lawyers and Family Offices. Innovation, flexibility and individuality are your guiding principles. And you expect products possessing these attributes to be applied to your financial solutions just as much as traditional forms of investment. Our experienced Wealth Managers will be pleased to advise you.

1. We can offer you a broad portfolio of services:
2. Strategic structuring of the portfolio (investment management and investment strategies)
3. Advice on financial planning and estate planning
4. Preparing and implementing finance solutions
5. Shareholdings/company succession
6. Real Estate investments
7. Advice on domicile
8. Grouping assets into a Luxembourg corporation
9. Financial engineering services
10. Liquidity management
11. Risk management

1. A wide range of products may be used for these purposes. They may include traditional forms of investment as well as alternative investment concepts or tailored products and structures:
2. Investment in securities
3. Open-architecture range of investment funds
4. Money-market investments/cash management
5. Foreign exchange transactions
6. Structured investment products/solutions
7. Tailor-made investment funds
8. Alternative investments such as precious metals, commodities
9. SICAR, SIF, SPF, Securitization