Foundations and Mutual companies
We work for the Board of Trustees can maximize the core values of the institution through investments that meet the requirements of the governing body.
As independent experts, we work closely with the Treasurer-Economo to ensure the sound financial functioning of the entity in accordance with ethical codes of the institution.
We advise the Board of Directors for an efficient allocation of the organization's resources. We seek to capture the vision of the entity through investments following its founding principles.
Our experience advising SICAVs across asset classes will allow the Board of Directors to achieve its financial targets through a rigorous investment policy.