We design sophisticated investment solutions.
Each structured product meets a unique wealth management strategy.
Our expertise in Monaco at the service of your financial performance.
Three major product families dominate our offering:
Phoenix
Regular Income with
Conditional Protection
Products with conditional periodic distribution, Phoenix allow investors to receive regular coupons depending on market performance.
These products are popular among investors seeking a stable income stream with partial capital protection against moderate market declines.
Athéna
Capitalization at maturity
potential high yield
Athena products are capitalization instruments that deliver a return at maturity if certain market conditions are met.
They are suitable for investors aiming to maximize their return over a defined horizon, with a predefined protection framework against significant declines.
100% Capital-Protected Products
Maximum Security, Controlled Returns
These products are specifically designed for very cautious profiles or during periods of market uncertainty.
The investor benefits from a full capital guarantee at maturity, regardless of market performance. In return, the yield is generally capped or dependent on conditional performance.
A comprehensive and tailor-made support
Beyond product structuring, we offer our clients comprehensive and personalized support at every stage of their investment journey:
- Initial asset and tax assessment
- Definition of clear and measurable financial objectives
- Selection of products suited to their risk profile and investment horizon
- Dynamic performance monitoring and regular reporting
- Possibility to adjust the strategy according to evolving needs and market conditions
Customized structured products for sophisticated investors
For clients with a greater investment capacity, we design fully customized solutions.
These tailor-made structured products offer great flexibility on key parameters: yield level, nature of underlying assets, maturity, protection level, repayment method, etc.
This allows for a precise alignment with each client’s wealth strategy.
Ask for a personalised assessment