Our Offering
Our toolkit for holistic investment management.
Outline
Wealth management
Cross-asset discretionary and advisory investment mandates
Bespoke investment policies, strategic asset allocation, tactical trade ideas
Tailor-made derivative and structured products solutions across all payoffs
Multi-custodian consolidated reporting
Joint asset allocation committees with global custodian banks
Lombard credit management and optimization
Audit of existing banking and investment management relationships
Asset management
Investment Committee: Macroeconomic and financial markets views
Mutual funds and actively-managed certificates across several strategies
Hedge funds advisory/selection/portfolio construction
Fund/certificate/investment vehicle structuring advisory and services
Global private markets
Intermediation, access, advisory, due diligence, investment management
Private equity and venture capital solutions
Private credit/debt solutions
Real assets and other private markets
Debt advisory
Intermediation for debt origination and refinancing
Real estate financing (commercial, residential, development)
Real asset financing (marine, aviation)
