Institutional

With a ten-year experience in asset management and thanks to an in-depth knowledge of international markets as well as of the latest investment techniques, CFO SIM can help institutional clients analyze their needs and identify “custom-made” solutions that fit them, such as:

• Advisory and management:
  • Monitoring and personalized financial reporting
  • Risk analysis
  • Brokerage services
  • Treasury and bond management
  • Tailor made portfolio management
  • Tailor made Sicav compartments
  • SIF (Specialized Investment Funds)
• Insurance and social security projects:
  • Modular and tailor made trusts
  • Insurance wrappers
  • Dedicated Unit Linked
  • Internal Dedicated Insurance Fund
  • Pension Fund
• Philanthropic Projects:
  • Creation of philanthropic foundations
  • Creation of internal funds