Case Study 2: Consult and Educate High-Net-Worth Individuals

Initial situation: An entrepreneur with an aggressive risk profile and activities in various sectors from real estate to media and communication, is looking for an absolute return strategy, but has limited knowledge of financial markets.

Challenge: How to get a solid knowledge of investment strategies and take successful financial decisions.

Our Solution: Briefings on market updates and on different investment strategies are held weekly or, when necessary, daily. Over the next few months, the client is trained on his derivatives skills and manages to significantly improve the investment performance of his portfolio, with a performance of almost +80% in three years.