Advising the most refined Family Offices
We advise Single Family Offices on the Financing of Strategic Assets and on their asset allocation
Our clients reward our discretion and strong analysis of any given transaction
Financial Markets
We are experts at identifying key improvements into local financial markets.
We help you on your Strategic Allocations anticipating the State of Global Markets.
Our specific process for this relies on a triple expertise: Bond & Equity market skills, knowledge of global investors (both public and private), understanding of cycles.
Set of Opportunities for Single FOs
Families are investing for the long term and as such generate much higher returns than typical public or private equity funds. Families outperform the large indexes (S&P500, Nasdaq…) because they take bold views and concentrate their assets on high cash flow generating assets as well as wealth preserving instruments.
Strategic allocation is 20% of the job. The rest is execution: proper vehicles, liquidity and serious surveillance of performances.
The Next Big Themes
We assist Families for determining the next coming themes that will move markets. We were early on in predicting the parousia of AI. We were then able to pick stocks to benefit from it.
This requires the surveillance of dozens of themes through tons of data and qualitative analysis with global players.
Many advanced economies are facing rising public (and private) debt. That may influence monetary and fiscal policies, possibly leading to a regime of higher real interest rates over the medium term.
Governments are increasingly “back in the driver’s seat,” through industrial policy, strategic subsidies (e.g. for semiconductors, clean energy), infrastructure spending, and regulation.
Increasing global fragmentation — supply-chain reconfiguration, trade tensions, diversification away from reliance on a few countries — may spur defensive capital flows into sectors like defense, infrastructure, energy
independence, and supply-chain resilience.
Currency debasement will as well stay as a major structural driver of Investment.
Preserving Wealth
We expect portfolio we advise to be well preserved against turbulences of global markets by rigorously applying methods, metrics and red flags that proved efficient in both the 2007/08 GFC and the 2020 Pandemic period while maintaining
a large sensitivity to long term trends that always are back on stage.
While structural opportunities are many — so are structural risks. The coming years may reward nimble, diversified strategies.
Real assets (infrastructure, real estate, commodities) — often seen as hedges against inflation and economic cycles — might regain appeal, especially if inflation and interest-rate volatility stay elevated.
Our objective is to make our clients happy and especially help them increase their learning curve. For that purpose, we provide high quality content on any specific issues faced by Families at any point in time.
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