Private Wealth Management
CIGP’s most important and historic activity offers wealth preservation with specific risk-adjusted performance to our sophisticated high net worth clientele, providing discretionary and advisory mandates to private, institutional and family-office type clients.
We draw on our long-standing entrepreneurial expertise to advise our clients on structuring the optimal portfolio, fitting their specific family and professional objectives.
Our wealth management solutions are client centric and tailor made, covering the following areas:
- Tailored portfolio construction
- Strategic asset allocation
- Liquidity management
- Risk adjusted approach
- Tax and estate planning
- Dynamic reporting
- Art and “lifestyle-assets” advisory