What we do

Management and advisory services for a range of wealth requirements

Private clients, professionals, family offices and institutional investors call for different solutions. For each profile we define mandates, infrastructure and reporting consistent with their objectives, constraints and responsibilities.

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Setting up the mandate

Every profile calls for its own structure.

Services by wealth profile

Browse the images, select a profile and open the dedicated panel to read the full operational details.

Services for private clients
01 Private clients

Private clients

Discretionary and advisory mandates built around personal objectives, time horizon, liquidity needs and risk profile.

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Services for professionals
02 Professionals

Professionals

Operational infrastructure, administrative support and reporting tools for independent advisers and professionals.

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Services for family offices
03 Family Office

Family Office

Support for wealth consolidation, multi-bank monitoring and coordination with counterparties and specialist advisers.

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Services for institutional and professional investors
04 Institutional

Institutional and professional clients

Solutions consistent with investment policies, regulatory constraints and risk-control requirements.

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Mandate process

From the mandate to portfolio supervision

Five operational levels describe how objectives, strategy, instruments, risk and reporting are linked over time.

Level I

Defining the wealth profile

Every mandate starts from objectives, constraints, time horizon, liquidity needs and risk tolerance.

  • Wealth objectives and time horizon
  • Liquidity needs and specific constraints
  • Risk tolerance, risk capacity and risk limits
Level II

Asset allocation and guidelines

The strategy translates the client profile into a portfolio structure that is coherent, diversified and verifiable over time.

  • Allocation across asset classes
  • Consistency with objectives and risk profile
  • Periodic review of the guidelines
Level III

Research, due diligence and implementation

Instruments are selected in open architecture against criteria of quality, liquidity, cost and function within the portfolio.

  • Independent, documented selection
  • Analysis of funds, certificates, liquid instruments and dedicated solutions
  • Assessment of cost, quality, transparency and ease of liquidation
Level IV

Monitoring of exposures

The portfolio is monitored on an ongoing basis for exposures, concentrations, liquidity and consistency with the mandate.

  • Ongoing control of positions
  • Adjustment to market conditions
  • Attention to liquidity, concentrations and drawdown
Level V

Reporting and continuing dialogue

Periodic reports and direct discussion allow clients to follow how the portfolio develops and to understand the decisions taken.

  • Readable, regular reporting
  • Direct discussion with the portfolio manager or the relevant team
  • Transparency on choices, risks and results

Content provided for information purposes on the management process: it does not constitute an offer, a personal recommendation, or financial, legal or tax advice.

Operational capabilities

Infrastructure, operations and control in support of mandates

Beyond portfolio management, we provide the operational tools, reporting and coordination required for an efficient and verifiable service.

01

Multi-Family Office

Wealth coordination, consolidated reporting and interface with custodian banks, advisers and managers in open architecture.

02

Trading Desk

Reception and transmission of orders through traceable operational processes, access to selected counterparties and close attention to execution quality.

03

Portfolio Management

An integrated platform for multi-bank aggregation, position monitoring and the production of advanced wealth reporting.

Frame AM

Asset management that is independent, documented and transparent

We explore objectives, constraints and time horizon in order to define a mandate consistent with the client's profile.

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