ASSET MANAGEMENT AND BANKING RELATIONS

• Discretionary management and investment advice
• Determination of the risk profile and asset allocation
• Private Equity
• Balance sheets and reporting
• Asset allocation and risk management
• Treasury management
• Consolidation and restructuring of loans
• Execution of banking transactions
• Opening bank accounts
• Classification of bank statements
• Performance monitoring and analysis
• Investment in different asset classes:

The diversification objective is achieved by investing in different asset classes combining equities, bonds, traditional and alternative funds in all markets, including emerging markets, according to clients' requirements.

LEGAL SERVICES - IN PARTNERSHIP WITH ONE OF THE BEST LAW FIRMS IN GENEVA

• Residence permits, naturalization procedures, negotiation of tax packages in Switzerland and Italy
• Proceedings before the authorities
• Change of address
• Tax and estate advice
• Preparation of commercial contracts
• Litigation (family law, commercial law)
• Recovery of receivables
• Foundation

PRIVATE OFFICE

• Preparation of invoices for small and medium sized Companies
  
• All correspondence in French, English and Italian
• Life and health insurance in Switzerland and Europe (application and drafting of contracts)
• Property insurance (buildings, vehicles, paintings, etc.)
• Life Insurance

CONCIERGE SERVICE

• car rentals, private jets, yatchs helicopters
• Travel and transportation organization
  

REAL ESTATE 

• Administration of real estate properties
• Acquisition, sale and rental of real estate properties (buildings, residences, apartments)

ART

• Acquisition, sale of works of art