Our Services

Asset & Wealth Management

Tailored discretionary and advisory mandates aligned with client goals, risk profiles, and liquidity
needs. Our approach integrates fundamental and quantitative analysis with macroeconomic
insights.
● Multi-asset global portfolios
● Fixed income, equities, and commodities (gold-focused strategies)
● Hedge funds, ETFs, and structured products
● Private market & project investments

Trade Finance, Commodity & Machinery Trading

We facilitate international trade and export deals by structuring bespoke financing and
managing commodity and machinery supply chains. Our expertise ensures working capital
solutions and liquidity for global clients.
Services:
● Import/export financing
● Letters of credit & bank guarantees
● Documentary collections & invoice discounting
● Commodity trade finance (gold, oil, metals, agriculture)
● Machinery procurement and supply financing
● Structured finance for emerging markets

Investment Banking, Seed Fund & Capital Raising

Supporting entrepreneurs and corporates through all investment stages — seed funding, capital
raising, strategic growth, and exits. We help close investment rounds and expand projects via
co-investment platforms.
Key offerings:
● Seed capital & venture funding
● Private equity & growth funding
● M&A advisory and deal structuring
● Debt & equity restructuring
● Project finance and syndication

Investment Upscaling & Co-Funding Platform

Our platform enables clients and institutional partners to scale investments in ventures and real
assets through strategic funding rounds, syndication, and venture development advisory,
bridging private investors and family offices with institutional funds.

FX Advisory & Treasury Management

Providing bespoke FX solutions including spot, forwards, swaps, hedging, and emerging market
currency advisory, backed by institutional liquidity from top-tier Swiss banks.

Tax, Legal & Wealth Structuring

Designing compliant, efficient structures to protect assets, optimize taxes, and manage
succession for cross-border clients. Services include international tax optimization, trust & family
office setup, and regulatory compliance.