Our Services
A comprehensive and integrated approach to wealth management, tailored to each profile and each life objective.
Risk / Return Profile
Before any management, we carry out a rigorous analysis of your overall wealth situation. This fundamental step allows us to define the optimal framework for our collaboration.
- Complete assessment of your existing portfolio
- In-depth study of your risk/return profile
- Identification of the mandate type suited to your objectives
- Definition of appropriate asset classes
Wealth Management
We manage your wealth within the framework of a discretionary mandate, in full agreement with your needs and in strict compliance with your risk profile.
- Personalised discretionary management mandate
- Dynamic asset allocation
- Identification of the best opportunities by asset class
- Financial, technical and quantitative market analysis
- Constant optimisation of the return/risk ratio
- Transparent and regular reporting
Wealth Structuring
Through our network of international tax and fiduciary experts, we assess the tax impact on returns and implement bespoke wealth engineering solutions.
- Audit of the tax impact on your returns
- International wealth planning and engineering
- Selected network of tax and fiduciary experts
- Structures adapted to each jurisdiction
- Optimisation in compliance with tax obligations
Family Office
Beyond financial management, Gepolis S.A. manages and administers all of your private and professional affairs, drawing on a network of highly qualified specialists.
A first meeting
without obligation
Let us meet to analyse your situation and define the most appropriate wealth strategy.