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

"What is completely, is completely knowable.
What is in no way, is in every way unknowable".
Plato - Republic