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Investment Advisory
We partner with professional investors (pension funds, family offices, endowments, private bankers and independant wealth managers) to assist them in achieving their investment objectives in alternative investments, emerging markets, commodities, energy and environment. We carefully select strategies using criteria such as : manager's expertise, definable edge, socially responsible attitude & transparency.
Real Estate Investment Advisory
Our Services include:
- Organizing the meeting in Switzerland or France to visit with you all the properties you are interested in.
- Guiding you through every stage of the purchase: from arrival on your first viewing trip, to the handing over of the keys.
- Advising and helping you to open a Swiss or French bank account and discuss a mortgage arrangement with multi-currency management.
- Organizing a meeting with Swiss and/or French Lawyer-Notary
- Finding the ideal plot of land and helping you build your real estate project with architects or developers.
- Establishing domiciliation in Switzerland or France.
- Advising clients of the financial benefits of domiciliation in Switzerland.
- Introducing you to legal and accountancy specialists who can provide advice and support on issues such as emigration and tax.
Meet with the Managers
We assist qualified investors in meeting directly with experts at our specialized investment conferences. We also organise dedicated one to one meetings and private presentations for investors.
Research
Read the most recent articles in the press on emerging markets investments, commodities and green investments.
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