We offer both discretionary and advisory mandates. We combine human experience with our investment process. It goes without saying that we adhere to the investment declaration the group designed for HIA, taking into consideration the regulatory environment we are part of. Our aim is to provide consistent compounded returns over time while respecting strict risk parameters included in the investment declaration, which dictate the paradigm of our products and investment solutions selection. Our management style is particularly appropriate for core portfolios with long-term objectives. This services is delivered in two different modes:

▪ Advisory

▪ Discretionary

The investment strategy is decided together with the client in order to better comply with her/his risk appetite. We are based in Switzerland, a safe financial and political environment with a long tradition in private banking and wealth management. Finally, we also offer access to an exclusive business network that empowers our clients to penetrate new markets. This includes tax compliance and rebalancing the portfolio according to the new US standards.

We customize our services to meet the needs of individual and institutional clients and, through our global and integrated approach, we offer other related services such as:  

▪Tax reporting**

▪Portfolio analysis and consolidation**

▪Relocation – European citizens to USA *

▪US citizens to Europe/Switzerland*

▪Succession planning*

▪Performance analysis

▪Income & capital gain/loss report

**in compliance with ADV *in cooperation within our strategic partner Dudifid

Service customized for US persons structured to comply with US legislative requirements. Assets are held in a separate account and managed in accordance with one or more investment programs.

This is basically an integration of environmental, social and governance (ESG) factors investing in processes in a wide spectrum of issues. Usually not part of financial environments, it might include corporations involved in climate change, water management, health and safety policies to protect against accidents or how they manage their supply chains. These factors also relate to treatment of employees, corporate culture and innovation.