SUSTAINABLE WEALTH MANAGEMENT SERVICES

1/1
SUSTAINABILITY ADVICE

We support our client by controlling, protecting, and performancing sustainability of their wealth and investments - a complex objective which requires the highest level of attention and individual independent approach from proved experienced professionals

OUR SERVICES FOR YOU

  • Open architecture: the right choice of the best banks for unique sustainability needs

  • Compliance and ESG expertise

  • Independent market research

  • Sustainable Investment consulting

  • Asset management and administration

  • Asset performance monitoring

  • Risk monitoring and reporting

  • Cost optimisation and control asset consolidation, including

  • Consolidated reporting

  • ESG, SDGs investment check