FAMILY OFFICE
we take the time to understand the needs and objectives of your family and your firm.
Our product specialists and advisors focus on creating the appropriate tailored strategies based on the specific market challenges you face,
to achieve wealth creation and financial security.
We favour diversified strategies, with high liquidity profiles that fit the long-term objectives of a matriarch/patriarch.To effectively overcome the complex and sophisticated challenges you face, you need more than a simple service provider.You need a business partner that shares your objectives and values.
MANAGEMENT
We are hard workers, systematic, emphasizing long-term capital preservation that focuses on returns.These principles may guide us, but they do not restrict us either – ongoing monitoring and risk management help us continue to create the best results for our clients in a dynamic world.
We transposed these principles into six mutual funds advised by our teams, with successful strategies and audited track records.
We recommend opting for an DAISY CAPITAL Mandate. This gives you three immediate advantages: you benefit directly from our experience and discipline, you keep full control of your long-term investment strategy, and you gain the precious commodity of time.
REAL ESTATE
Real estate is a safe investment, however, you have to seize the right opportunities to invest, our real estate management advisors will guide you through the process.
buying is an important step in every real estate investment
we rely on a multitude of partners around the world to find you the right location as well as the best profitability.
We have a proven track record in real estate and construction, with clients ranging from large developers, contractors and building suppliers to fund managers and individual investors.
We understand the unique industry standards - and we understand the individual needs and challenges you face.
Explaining historical performance of an investment portfolio in understandable language to retail investors.
Individuals and Families
We look closely at your life’s big picture, and expertly guide you through the financial decisions that can secure a more rewarding, sustainable future for you and those around you. Building a better future isn’t something you just want for yourself. By taking care of your future as ethically and sustainably as you can, you help to secure a better world for everyone – from your family and friends, to your professional colleagues and others you care about.
Business Owners
It’s only natural to hope that your business will one day help to fund a comfortable lifestyle and retirement. To be sure that your business can deliver what you want, you need to be able to answer three questions: