Wealth Management

Our clients benefit from a comprehensive range of wealth management services and access to global custody solutions.

Our services are centered around three pillars: tailored investment advice (Advisory), wealth management (Portfolio Management), and ancillary investment services with third-party providers (Arranging Services).

GROUP SOLUTIONS

Turtle Strategy

The Turtle Portfolio prioritises essential values for building a successful and
sustainable investment strategy. Much like turtles, we embody simplicity, patience, resilience and independence.

Through an active and dynamic strategy, the portfolio is managed with a deliberate and steady focus on long-term investments. Our primary objectives are to limit drawdowns, preserve wealth, and generate solid performance.

As a team, we recognize the necessity of acting in complete freedom to pursue the best investment opportunities, without being constrained by a benchmark or career risk.

Especially because the Turtle Portfolio was initially intended as a partners “family and friends” fund, we are committed to maintaining the highest standards of professionalism, transparency, and integrity in everything we do to ensure our investors’ financial well-being for the long term.