We offer a blend of highly experienced investment bankers, risk managers and digital reporting to change the landscape of traditional wealth management. Our objective is to deliver best in class services and create meaningful relationships with our clients.

We support our clients with risk management, asset allocation, return attribution and structuring for both onshore and off shore investors.

Additionally our joint venture with SCS Financial of Boston ($27bn AUM) provides us with access to the US markets and helps to support our clients with bespoke solutions.

“We are re-defining the wealth sector by offering institutional products and services to HNW clients and family offices.”

Michela Ferrulli

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