& PRIVATE INVESTMENTS
“Independent advice from a senior professional with experience in both private banking and corporate finance, dedicated to families and private investors”
Real life examples
Geneva based banks
Review of actual asset allocation across five different banks and analysis of currency exposure. As a result, a number of correcting measures were implemented.
Geneva based bank
Review of a large discretionary mandate that happened to be riskier than the client thought it was and thus not in line with the family risk profile – adjustments in the profile and execution were requested.
Switzerland and Luxembourg
Set-up of umbrella legal structures in Luxembourg or other jurisdictions, identification of board members, implementation of new family governance between current owners and future beneficiaries.
International purpose - Set-up of a charity foundation as part of a family’s transmission plans.
France, United Kingdom
Review of direct holdings in private companies and recommendations regarding future investment efforts and cash allocation on this particular asset class.
France, Germany, Switzerland
Review of direct real estate investment opportunities in Europe.
International M&A mandates
& Private Equity Investments
In today’s environment, Family Offices, Private and Institutional investors are looking for creative alternative investments that can generate high returns.
We can put you in contact with our dedicates and specialized partners which will provide you their best advice and will give you access to their deal flow according to your needs.
Real life examples
Monaco based financial institutions sell-side advice on the core business
Family Office in the Bahamas looking to grow its private banking activity through business acquisition - the introduction of opportunities?
International Private Bank looking to acquire a private bank or an external asset manager in Geneva - the introduction of opportunities
Asset Manager based in Luxembourg looking to sell its asset management activity - connection with potentially interested parties?
An international private bank in Paris looking to acquire competitors - confidential introduction to potential targets? Capital raise for a tech company in the mining space (USD 15m) - connection with potential investors.