OUR SERVICES
We have been providing advice and guidance to our clients as a favoured partner through the years on how to manage their assets and structure their financial wealth (inheritance, taxation, transfer of business, etc.). In a constantly changing economic and regulatory context, we call on the skills of partners (lawyers, trusts, tax experts, etc.) as and when warranted to provide appropriate, tailor-made solutions to our clients. Advisory in Patrimonial Structuring
Patrimundi 1869 provides a discretionary asset management service to its private clients. As independent asset managers, we proceed to tackle the assignments entrusted to us by our clients. Their assets are deposited in their name, in the name of their companies or their life insurance contracts with first rate custodian banks in Luxembourg and any other country of their choice. We also advise family offices and companies on their strategies and investment choices.Discretionary Asset Management
We engage in global asset management strategy, without restriction in terms of asset categories or geographic scope.Asset Allocation
We have acquired recognised expertise of long standing in fund selection and allocation. Relying on a strategy charted by the investment committee, we proceed to identify the most talented fund managers in their field and to select complementary products in terms of style, exposure and performance drivers.
Our close ties with fund management companies translate into regular contacts, an in-depth knowledge of each product, and access without entry fee for our client.
We are also active in the Private Equity and real estate sectors.