Wealth Management

OVERVIEW

Our range of solutions and services are tailored to fit the specific needs of our clients.

In addition to an exceptional open architecture asset management offering, we can provide our clients with a suite of family office services, as well as trading and banking.

“Our success over the past 20 years has been a result of our client-first approach. As an independent wealth manager, we have the freedom to search the market for the most attractive solutions and services for our clients”

____Benjamin Diwan, Managing Partner Crescendo Group

Investment Philosophy

Crescendo was founded to create a truly independent private Investment Office, which has objectives fully aligned with those of the capital owner.

The Investment Office provides a dynamic infrastructure designed to deliver an Endowment Style approach, which we believe is the most rewarding for investors in terms of diversification and performance.

The Endowment Investment Model is a multi-asset class strategy, which combines traditional investments with private market opportunities such as Private Debt, Real Estate, Private Equity and Venture Capital. This allows clients’ portfolios to benefit from real diversification and thus significantly higher risk-adjusted returns than traditional equity and bond portfolios.

In order to successfully implement this strategy, Crescendo has through the years built a dedicated and specialized in-house team covering all these asset classes.

USD 1.7 Billion Assets Under Management

10 Employees in Wealth Management

30 Top Tier Custodians

List of Services

We have invested in developing the internal depth of expertise necessary to identify the right opportunities and to implement them safely.

Portfolio Management (Discretionary and Advisory)
Family Office Services
Consolidation & Reporting

Portfolio Management

Building and managing multi-asset class portfolios. Whether on an advisory or discretionary basis, our teams help you define and execute an investment strategy that suits your risk profile and meets your objectives.

Family Office Services

Our Family Office Services cover a wide range such as assisting with trusts, estate and legacy planning, structuring of wealth through trusts, foundations and other securitization vehicles, developing a Family Vision, coordinating with third party providers, or even setting up a Private Investment Office.

Consolidation & Reporting

The consolidation of assets, both financial and non-financial, aims to provide a global view of your total net worth. Through the preparation and the generation of a comprehensive report, the consolidation process enables the asset management team to better advise you on your investment decisions, taking into account different factors that include your assets, liabilities and cash flow requirements.