What we can do for you
We follow the same investment philosophy as US Universities (Yale, Stanford…): we concentrate on asset allocation and “Best in Class” manager selection. We organize extensive international Requests for Proposals for that purpose.
Our experience and practice allow us to guide you towards outstanding custodian banks.
Global custody/complex custody doesn’t carry many mysteries to us.
We track each transaction and produce a bottom-up consolidation. This allows to monitor our custodians, and it gives us a transparency allowing to check all costs and fees.
We have world-class IT systems to analyzeperformances and risks.
We can assist our clients on non-financial matters: we have extensive philanthropic as well as educational experience.
We also conduct specific evaluation missions for leading institutions (e.g., portfolio audits / assessments).
Dedicated to non-profit organisations (charitable foundations, pension funds, associations…), established in Switzerland in 2013.