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OPTIMISING PROTECTION

Asset protection is an extremely complex issue, and involves very specific personal and emotional elements, which should be integrated with all the technical factors in order to achieve your objectives as well as to create effective solutions.

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MONITORING ASSETS

In order to monitor your assets, you need to know what you have – we can perform a thorough audit and create an inventory of all different assets: equity, bank accounts (cash), real estate, art, jewellery, gifts ...

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ANALYSIS AND OPTIMIZATION

Once the Client Risk Profile has been established, accepted and the investment made, we will regularly control and compare the performance of the financial portfolios (whether managed by banks or independent assets managers or by ourselves) with the performance of the main indexes (stocks, bonds, Libor) and with composite indexes.

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