Support and Answers

Find quick answers to the most common queries from our corporate and private clients.

Investment Services

What is the minimum capital required for discretionary portfolio management?

To access our personalized discretionary wealth management services, the minimum investment is €500,000. This ensures adequate diversification and access to institutional vehicles.

How are management fees structured?

Fees are based on an annual percentage of assets under management (AUM), decreasing by volume, ensuring alignment with your capital growth. No entry/exit fees.

Do you offer access to Private Equity investments?

Yes. Wealth management clients have exclusive access to syndicated investments, PE funds, private debt, and direct real estate investments.

How often do I receive portfolio performance reports?

We provide detailed monthly performance reports and conduct quarterly strategic reviews to ensure alignment with financial goals.

Corporate Services

Which industries do you cover in M&A?

We have deep experience in Technology, Healthcare, Commercial Real Estate, Industrial Manufacturing, and Renewable Energy.

Do you assume the role of an external CFO?

Yes, through our Corporate Enterprise service, we provide fractional CFO services, granting mid-sized companies access to top-tier financial leadership.

Can you help with corporate debt restructuring?

Absolutely. Our investment banking team has extensive experience renegotiating covenants and structuring mezzanine debt.

Do you perform legally required statutory audits?

Yes, our certified independent auditors perform full financial audits and limited reviews for investors and regulators.

Security and Privacy

How do you protect my financial information?

We employ military-grade IT security protocols and end-to-end encryption. Staff sign strict NDAs, and infrastructure undergoes regular penetration testing.

Where are client assets held?

We work with Tier 1 international custodian banks. Your assets are segregated from the firm's balance sheet and held in your name.

Do you comply with international AML regulations?

We strictly comply with all Anti-Money Laundering (AML) and KYC regulations, conducting rigorous compliance audits for new clients.

Do you share my tax data with third parties?

We do not share financial or personal data without explicit written consent, except when legally mandated by a competent tax authority or court order.

Can't find what you're looking for?

Our customer support team and advisors are available to answer your specific queries.

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