PRIVATE BANKING
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OUR HISTORY
For more than 20 years, within the most prestigious wealth management institutions and investment banks in the market, IVO Capital Partners’ team has been managing dedicated management mandates on behalf of private clients and family offices.
OUR VALUE PROPOSITION
- La gestion d’un portefeuille à dominante obligataire
- Management of a predominantly bond portfolio
- Niche strategies
- An international vision of markets and investments
- No straitjacket
- No dogma
- Real custom-made
- Pedagogy
- Transparency Availability
- Alignment of interests
Additional services
Learning
We regularly take actions to help families and family offices on investment education topics for investors and future generations.
Analysis
We are regularly called upon to analyze, comment and/or make recommendations on investment proposals received from external sources.
Financing and refinancing
We regularly assist families and family offices with the financing and refinancing of family real estate and business assets.