Intermediated Management
Intermediated Management
For Your Mandates
an Expert and Responsive Partner
We offer discretionary management services for private clients referred by our partners, including financial advisors (CGP) and Family Offices. This allows them to focus on their core business of holistic advice, while we take care of the financial management of their clients’ portfolios, respecting each individual’s priorities and concerns.
Transparency
Our transparent pricing fosters a long-term, trust-based relationship.
Availability
Our portfolio managers are available throughout the relationship, ensuring both portfolio management and monitoring.
REPORTING
You will receive a comprehensive and personalized monthly report detailing macroeconomic updates, market movements, and portfolio performance.
Partnership
The knowledge and expertise of our CGP and Family Office partners regarding the clients’ wealth and specific needs are essential to delivering the most suitable management solutions.
Responsiveness
Our management team provides quick responses to address any requests.
SIMPLE AND UNDERSTANDABLE MANAGEMENT
We offer conviction-based management tailored to your needs and built on our long-term strategic vision.
We only invest in straightforward financial assets, including investment funds (UCITS), ETFs, direct equities, and bonds.
Our management is strategic rather than tactical, focusing on long-term growth trends and structural opportunities.
Fund References
We won’t include direct fund pushes but will highlight themes of the 21st century, such as health, sport, ecological transition, and technology, with links to International Themes in Asset Management.
Intermediated Management
We offer discretionary management services for private clients referred by our CGP and Family Office partners, enabling them to focus on their core business of holistic advice. In doing so, we handle the financial management of their clients’ portfolios while respecting each individual’s priorities and concerns.
