Our Expertise

Five activities, the same high standards

Our five businesses share the same method: understand before proposing, document before executing, measure before concluding.

How we work

One method across all our businesses

  1. 01

    Define

    We set out the mandate, the constraints and the success criteria precisely before any work begins.

  2. 02

    Document

    Every recommendation rests on written research and an explicit risk analysis.

  3. 03

    Execute

    We implement with discipline and report on execution conditions.

  4. 04

    Monitor

    We measure results and adjust as markets move and your objectives evolve.

Who it is for : Institutions · Corporates · Professionals

Capital markets

Advisory and structuring of capital markets transactions, from preparation to execution, for issuers and investors alike.

  • Capital markets transaction advisory
  • Structuring and preparation
  • Placement and post-transaction monitoring
  • Market and valuation analysis

Our role

Our involvement begins well before the transaction itself. We start by understanding the issuer’s situation, its financing constraints and market expectations. We then build a coherent transaction structure that is documented and defensible in front of investors.

We also support investors in analysing the transactions offered to them: understanding the structure, analysing valuation and assessing risk.

What we bring

Cross-asset expertise across equities, rates and derivatives, and an ability to explain a transaction in terms the market understands. Our value lies in preparation: a well-structured transaction places better, on better terms.

Our process

  1. Scoping

    Analysis of the situation, financing needs and market constraints.

  2. Structuring

    Design of the transaction structure and associated documentation.

  3. Preparation

    Building the investor package and valuation materials.

  4. Execution

    Placement, allocation monitoring and post-transaction support.

Frequently asked questions

Do you work on cross-border transactions?
Yes. Our base in Denver allows us to support transactions involving US, European and Asian investors.
What is the minimum transaction size?
We review each situation individually. Our model favours transactions where our structuring work adds measurable value.
Who it is for : Funds · Banks · Professionals

Institutional trading

Order execution across equity, fixed-income and derivatives markets for institutional and professional clients, with particular attention to costs, liquidity and quality of execution.

  • Execution in equities, rates and derivatives
  • Execution quality control
  • Liquidity management
  • Detailed execution reporting

Our approach to execution

Execution is not an isolated technical act: it is an investment decision in its own right. A poor choice of execution method can wipe out most of the expected gain from a position. We therefore apply the same rigour to selecting instruments and execution methods as we do to selecting securities.

We favour transparency: our clients receive detailed execution reporting, including average prices achieved, market conditions and effective costs.

Asset classes covered

We operate in equities, rates instruments and derivatives. This cross-asset coverage allows us to manage combined transactions and offer execution solutions suited to complex hedging needs.

Our process

  1. Assessment

    Analysis of the order, the market context and liquidity constraints.

  2. Selection

    Choice of execution method and appropriate counterparties.

  3. Execution

    Implementation with real-time monitoring of execution quality.

  4. Reporting

    Detailed account of execution conditions and costs.

Frequently asked questions

Which markets do you operate in?
We execute mainly in US and European markets, and operate in the main Asian venues depending on our clients’ needs.
How do you measure execution quality?
We systematically compare the price achieved against market benchmarks and analyse deviations, liquidity conditions and total costs.
Who it is for : Private clients · Family offices · Entrepreneurs

Private investment

Supporting private clients and families in their private market investments, alongside their existing advisers and partners.

  • Analysis of private opportunities
  • Due diligence and risk analysis
  • Investment structuring
  • Position monitoring and reporting

Our philosophy

We approach private investment with the same standards as public markets: understanding the asset, analysing the structure, identifying risks and defining exit conditions explicitly. We decline transactions whose returns depend on unverifiable assumptions.

We work alongside our clients’ existing advisers — lawyers, accountants, tax advisers — without seeking to replace them.

Types of transactions

We support equity investments, shareholdings and structured transactions for private clients, entrepreneurs and family offices.

Our process

  1. Sourcing

    Identification and initial analysis of opportunities matching your profile.

  2. Due diligence

    In-depth analysis of the asset, its structure and its market.

  3. Structuring

    Defining investment terms and exit conditions.

  4. Monitoring

    Periodic reporting and support through to disposal.

Frequently asked questions

Do you invest your own capital?
We invest our own funds on the same principles we apply to client portfolios, which guarantees alignment of interests.
Do you support investments abroad?
Yes. We review transactions in any jurisdiction, provided we can understand the structure and the risks.
Who it is for : High-net-worth clients · Families

Wealth management and asset allocation

Structured management of significant wealth: asset allocation, portfolio construction and long-term monitoring.

  • Discretionary portfolio management
  • Multi-asset allocation
  • Portfolio construction and monitoring
  • Regular and transparent reporting

How we think about wealth management

A portfolio should not be judged on a single year, but on its ability to meet your objectives over time. We therefore build every allocation from your real constraints: investment horizon, liquidity needs, tax position and tolerance for loss.

We favour readable portfolios, where every holding can be explained. We avoid opaque constructions and products whose true cost is hard to establish.

Our process

We begin by formalising your investor profile and objectives. We then build a strategic allocation, implemented progressively and reviewed against a pre-defined grid — not driven by market sentiment.

Our process

  1. Profile

    Formalising your situation, objectives and tolerance for risk.

  2. Strategy

    Defining the strategic allocation and management principles.

  3. Implementation

    Progressive portfolio construction and vehicle selection.

  4. Review

    Regular monitoring, rebalancing and annual strategy review.

Frequently asked questions

What is the minimum for dedicated management?
We review situations individually. Our model mainly suits wealth that allows genuine multi-asset diversification.
Can I keep control of my decisions?
Yes. We offer both discretionary management and advisory mandates, where you approve each decision.
Who it is for : Families · Investment structures

Family office services

End-to-end support for families and their investment structures, from strategic allocation to coordination of advisers.

  • Family strategic allocation
  • Coordination of advisers and providers
  • Family governance and succession
  • Consolidated reporting

What we do for families

We act as the family’s central point of contact on investment matters: defining the strategic allocation, selecting and monitoring managers, coordinating advisers (legal, tax, accounting) and consolidating reporting.

We also support family governance and succession questions, ensuring that investment decisions remain consistent with the family’s long-term objectives.

Our independence

We distribute no products and receive no retrocessions from third parties. This independence is the precondition for the trust a family places in its adviser.

Our process

  1. Diagnostic

    Mapping the family’s situation, structures and objectives.

  2. Strategy

    Defining a strategic allocation and a governance framework.

  3. Coordination

    Connecting and coordinating all advisers involved.

  4. Consolidation

    Consolidated reporting and regular review of the family strategy.

Frequently asked questions

Do you work with the family’s existing advisers?
Always. We position ourselves as coordinator, not as a replacement for advisers already in place.
Do you support succession between generations?
Yes, on governance aspects and on ensuring investment decisions remain consistent with long-term objectives.
Our Pricing

Fees and transparency

We favour clear, verifiable remuneration. Our model rests on fees or explicit management charges, never on third-party retrocessions.

ServiceBilling basisPrinciple
Capital markets advisoryFees per transactionAdvance quote, no hidden fees
Institutional tradingExecution commissionPublished schedule and detailed reporting
Wealth managementAnnual management feeExplicit percentage of assets
Family officeAnnual fixed feeSet by complexity, not by assets alone
Research and publicationsIncluded in mandatesNever resold to third parties