Private Banking

WALLETS

Ad Hoc Portfolios

Ad hoc portfolio management is a high added-value and highly-personalised service.

It is a ‘premium’ service for our HNW and UHNW clients, for and alongside whom we design the specific strategy, because they are not covered by any of our other management services since they require further development and specialisation.

Ad-hoc Services

  • Complete Asset Management.

  • Development of specifically-assigned strategies:

    • Assets
    • FX
    • Sectors
    • Geographical Areas
  • Corporate Finance Advice.

  • Specific and tailored Alternative Investments.