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Wealth Management

A long-term and independent vision

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We offer external asset management services whilst being totally independent of any banking institution. This gives us the freedom to offer the best possible investment service with the highest degree of transparency.


We invest mainly in the most liquid markets, directly or through our in-house funds. We have the particularity of also offering real estate investments thanks to our ACB Capital structure. This structure is a fully internally managed fund that allows us to be directly exposed to real estate and therefore offer an uncorrelated alternative to the stock markets, which is critical for portfolio diversification and risk optimisation.

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Skyscrapers and Sky


We have invested significant resources in researching and establishing our investment philosophy and we invariantly follow our well-defined investment strategy which is based on specific and strict principles. For many years, we have adopted a similar management approach for our customers portfolios as we do for our own private assets. We pursue relentlessly the same objectives of preservation and growth of our customers’ capital as we do for our own.

Our approach is classic and timeless

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Our investment philosophy is based mainly on two pillars: the quality of the stocks we pick and a long-term horizon.


Stock picking

We equally weight our portfolio in a selective list of chosen companies having a dominant position in their sector, a high reinvestment capacity, low gearing, and an acceptable valuation. We believe these elements are the foundations for their high performance, sustainability, and the ability to grow.


Long term

We favour long-term investments, as opposed to short-term speculation, while aiming on stocks capable of generating value and growth in the long-term. Our methodology is therefore based on investments focused in sectors we consider prosperous and in companies that we consider as sustainable.

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