We manage clients' fungible assets on a full discretionary basis,
either on their own bank account through an administrative power of attorney or on our books under a
Our purpose is to obtain a sequential positive absolute return every year, through a flexible and
conservative asset allocation.
Our philosophy is to align client goals to ours, so we charge a small management fee and a
participation to the performance over a pre-established benchmark. We also advise clients on general
financial topics related to their pension funding and on financial problems connected to their personal
We propose a full range of solutions to international tax problems, tailored to the
requirements of the clients to reduce their tax liabilities. Our base clientele is composed
of small and medium sized companies and private individuals, who plan their tax liabilities on
a logn term basis.
We offer a full fledged administration with international and off-shore structure, which
comprises book-keeping, secretarial services and board membership.