Three business units,
one integrated platform
From private wealth to institutional products — structured around capital preservation, innovation, and rigorous execution.
A business structured around 3 pillars
01
Private & Corporate Wealth Management
Tailored management for UHNW individuals, family offices, and institutional clients. Endowment-style portfolio construction with consolidated in-house reporting
02
Managed Hedge Funds
Uncorrelated strategies with asymmetric risk/reward – outperformance paired with capital preservation.
03
Private Equity & Real Estate
Monaco real estate alongside specialist private equity, including the ReOcean blue-economy fund in partnership with the Prince Albert II Foundation and selective private equity and venture capital access.
Io Macro Fund
Discretionary global macro fund trading across all asset classes targeting double-digit returns over a cycle with no correlation to traditional benchmarks.
Io Hypernova Fund
Macro fund built around a structural-inflation thesis, holding persistent inflation protection while trading cyclical moves, designed to benefit from the heightened volatility and instability that higher inflation brings.
ReOcean Fund
A blue-economy impact fund (SFDR Article 9) co-founded with the Prince Albert II of Monaco Foundation, backing growth-stage companies across ocean pollution, sustainable blue food, green shipping, marine restoration and ocean data.
Private Strategies
Petram RE & MT : Monaco real estate development funds launched in 2015, and 2022 respectively.
MAM Pre-IPO: Internally managed pre-IPO fund, allowing access to late-stage private companies at a significant discount
Research-driven, risk-supervised
DAILY
Research Team
Identifying opportunities across asset classes through a top-down approach – macro factors, thematic trends, quantitative analysis
WEEKLY
Investment Committee
Defining global strategy and target allocation, with positioning adjusted to each client’s needs.
CONTINUOUS
Risk Management
Daily VaR, stress testing, scenario modelling, pre/post-trade compliance with four-eyes verification.
Multi-layered controls framework
Oversight from CCAF, FINMA, AMSN, AMSF. Internal controls plus external audits by KPMG and Grant Thornton.
Ongoing Risk Monitoring
Continuous review responsive to macro and geopolitical events. Geographic, sector, concentration analysis. Daily VaR tracking.
Risk Profiling & Limits
Risk quantified across portfolio structures, with strict limits by sector, country, market cap, and liquidity.
Holdings Risk Review
Integrated quantitative & qualitative analysis. Stress testing, scenario modelling, customisable risk reports.
Proprietary Technology
In-house, front-to-back portfolio management system: real-time monitoring, daily time-weighted performance, contribution analysis, and a full audit trail.