OUR EXPERTISE

FINANCE

REAL ESTATE

LEGAL

TAXATION

ASIA & WORLDWIDE

WEALTH MANAGEMENT

MAIN OBJECTIVES & ADVICE

Structuring and protecting your assets for optimal transmission planning before undertaking management of your assets.

An in-depth assessment of your situation.

 

Presentation of solutions and recommendations.

 

Reassessment at key moments in your life: Marriage, birth, divorce, inheritance, business acquisition, IPO of your company, transfer or sale of your business, retirement among others.

METHODOLOGY

In collaboration with your advisor, you will analyse the assets that you hold in a personal and professional capacity.

 

You will then build an evolutionary  strategy for your assets according to your situation and your short, medium and long term needs.

 

Your estate planning should constantly adapt to various regulatory, fiscal, legal or personal life changes.

 

Semi-annual or annual meeting and review with your advisor.

PORTFOLIO MANAGEMENT

A wealth management strategy adapted and personalised to your current and future investment objectives, as well as your attitude towards risk.

 

Our highly qualified experts select for you the investment vehicles best suited to your return objectives:

PRODUITS
STRUCTURES
COMMODITY
MARKET
actions &
obligations
CURRENCY
MARKET
CRYPTO
MONEY

Our management approach can take different forms to take into account your specificities and the desired degree of involvement:


1 | DISCRETIONARY MANAGEMENT

Delegate the entire management of your portfolio to a financial expert for tailor-made management approach.


2 | ADVISORY MANAGEMENT

Benefit from the advice of our managers while involving you in the choices and keeping the final decisions.


3 | EXECUTION ONLY

Intervene alone with a dedicated interface.


4 | MANAGEMENT AT MATURITY

Know in advance the profitability of your portfolio thanks to products with yields fixed in advance.

STRUCTURED
PRODUCTS

 

We provide structures adapted to your needs, including:

Mutual Fund
from the most prestigious financial institutions

ETF 

Tailor-made structured Products

Direct purchase via our brokerage services

REAL ESTATE INVESTMENT

in a world in constant evolution, real estate remains the essential foundation of any heritage.

 

Relevant, innovative and exclusive real estate solutions in a changing market.

 

The Hexagone Capital team has extensive experience in real estate investments to provide solutions that provide effective protection against inflation and attractive returns in a low interest rate environment.

 

We put our expertise at the service of our expatriate customers and support them in the funding process via our partner banks.

Contact us if you wish to engage in the acquisition of:

Properties

REITS

Forests, Agricultural Land, Caves, Wineries

Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full and managed with reasonable care, it is about the safest investment in the world.”

Franklin D. Roosevelt

A properly structured estate is not limited to a single investment. We are convinced that the need for diversification is paramount.

Faced with the growing need for value required by our clients for the management of their wealth, we bring you tools that perfectly meet your portfolio diversification needs.

ALTERNATIVE INVESTMENT TOOLS

Forestry and eco-friendly investments, classified Grand Crus, works of art, all these solutions are only a few of our alternative investment tools once the core structure of your heritage has been put in place.

We remain at your disposal for all questions.

Contact-us for more information

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Hexagone Capital 2020