Management services
assets in Geneva
Independent management mandates for entrepreneurial families and large fortunes, with asset allocation consistent with objectives and continuous risk monitoring.
Our services
Independent wealth management, built on clear objectives and explicit constraints, with continuous oversight of the portfolio and the operational relationship with the custodian bank.
Asset management (mandate)
Construction and management of portfolios consistent with jointly defined objectives and constraints, with operational implementation and continuous oversight.
Strategy and asset allocation
Definition of the medium-to-long-term investment strategy and asset allocation choices among the main asset classes, with clear criteria for diversification and exposure control.
Tool selection and implementation
Selection of the most suitable instruments for the strategy (based on efficiency, liquidity, and role) and coordination of execution by the custodian bank.
Monitoring and tactical adjustments
Constant monitoring of portfolio risk, concentrations and consistency; rebalancing when necessary and disciplined management of opportunities.
Reporting and ongoing reporting
Periodic updates and review meetings to check portfolio alignment with objectives, with a dedicated point of contact and streamlined operational processes.
Custody bank coordination
Operational relationship support: defining scope, day-to-day management, and reducing friction between decisions and banking operations.
Customisation
of the mandate
of the mandate
The customisation of the mandate is the starting point of the management process. We define objectives, constraints, and risk profile in a structured way and translate them into operational criteria and asset allocation. This framework guides portfolio construction, exposure monitoring, and updates over time, maintaining consistency between the risk taken and the client's priorities, and concerns:
Objectives: priorities and timescale.
Constraints: liquidity, currency, limits.
Risk profile: tolerance and capacity.
Coordination with the Depositary Bank
We operate in coordination with the depositary bank to ensure consistency between the management setup and operations: definition of the mandate scope, verification of correct implementation, and ordinary management of recurring activities. The objective is to reduce complexity and operational friction, while maintaining clear responsibilities and a single point of contact.
Separate roles: bank custody, management overseen by Vulcan.
Implementation: operational translation of strategy and management criteria.
Continuous monitoring: coordination and verification over time.
Investable universe
The investable universe is defined in a manner consistent with the established mandate and management criteria. The selection of financial instruments prioritises clarity of role within the portfolio, liquidity, efficiency, and compatibility with agreed constraints, while maintaining focus on diversification and exposure control.
Traditional asset classes
Cash, money market, bond market, equity market and derivatives
Collective tools
Specialist funds and strategies.
Structured products
Configured ad-hoc by us
based on the selection of the most competitive prices offered by issuing banks
Alternative investments
Private equity and venture capital, private debt and distressed value investing, real estate, art, precious metals, and high jewellery
Let's define your financial goals
A confidential discussion to define objectives, constraints, and operational scope. If we are aligned, we will define the mandate's structure and the next steps.