The company is regulated and licensed by the MFSA (Malta Financial Services Authority), which allows us to operate through a global European passport in all European Union countries as asset managers.
We are able to offer our customers, whether they are professional, institutional, or private:
- Investment advisory services (advisory mandates);
- Services for execution-only of orders (execution-only mandates);
- Asset management services (discretionary mandates);
- Trustee, custody, or registered registration services (omnibus mandates)
We offer administrative support services for asset managers, family offices, financial consultants, law firms, and fiduciary firms involved in the management and/or supervision of diversified portfolios of institutional clients.
Through a high degree of IT automation, various outputs are provided, such as, for example:
- Portfolio consolidation with real-time reporting and valuation; basic settings for controlling operating limits;
- Provision of elements for the analysis of compliance with portfolio risk criteria and systematic control of operating costs and portfolio TER.
By diversified portfolios, we mean:
- Assets and investments deposited in credit institutions;
- Shareholdings in unlisted companies;
- Real estate assets;
- Art collections;
- Participations in private equity programs and everything that can be valorized with deadlines equal to at least once a year.
We study and provide any financing process through which an entity (originator) transfers one or more assets to a dedicated vehicle (securitization vehicle) in exchange for liquidity provision, as the vehicle itself is financed by the issuance of guaranteed securities from the assets (collateral) transferred and the income generated by those assets.
The vehicles (usually private placement bonds) are studied, created, issued, fully and actively managed with liquidity and trading guarantees.
A team of experts takes all the time necessary to understand the business to be financed, the challenges and the strategic vision, thus supporting the client to create customized solutions and maximize opportunities to obtain a competitive advantage.
The holistic approach allows you to identify the right mix of services that will allow the customer to focus on its core business.
We study, implement and manage sophisticated solutions to improve performance, manage exposure and mitigate risks, reduce costs, improve governance and transparency, increase access to liquidity.
We have been present for over 3 years in the hub that epitomizes the new frontier of economic and financial development opportunities for the coming decades.
Dubai has thus become a focal meeting point for entrepreneurs, family offices, and families from all over the world, who have identified the United Arab Emirates as a perfect microcosm where they can live in complete safety and conduct business.
We offer our customers (through our dense network of partnerships) support services in adapting to this new reality of life, assisting them in obtaining residence permits, licenses, and operational authorizations, as well as a comprehensive range of family office services related to organizing family life in Dubai.
We specialize in planning for personal and corporate asset protection solutions (Asset Protection Solutions), utilizing both cutting-edge wealth planning tools and structures for the segregation of assets held by our clients.