{"id":17661,"date":"2022-06-29T02:18:17","date_gmt":"2022-06-28T22:18:17","guid":{"rendered":"https:\/\/www.necker-finance.com\/?page_id=17661"},"modified":"2024-01-15T17:08:30","modified_gmt":"2024-01-15T13:08:30","slug":"services","status":"publish","type":"page","link":"https:\/\/www.necker-finance.com\/en\/services\/","title":{"rendered":"Services"},"content":{"rendered":"

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Our core business<\/h1>\n

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Wealth Strategy<\/h3>\n

Profiling, wealth overview, financial planning, wealth allocation by major asset class[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent”][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/6″][vc_single_image image=”18791″ qode_css_animation=””][\/vc_column_inner][vc_column_inner width=”5\/6″][vc_column_text]<\/p>\n

Listed Investment<\/h3>\n

UCITS, live securities, structured products[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent”][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/6″][vc_single_image image=”18792″ qode_css_animation=””][\/vc_column_inner][vc_column_inner width=”5\/6″][vc_column_text]<\/p>\n

Non-Listed Investment<\/h3>\n

Private debt[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”17827″ img_size=”full” qode_css_animation=”” el_class=”img”][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”30″ z_index=”” padding_bottom=”20″ background_color=”#ffffff”][vc_column][vc_column_text]<\/p>\n

Our partners<\/h1>\n

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Financial and Legal Advice<\/h3>\n

Structuring, transmission, conflict prevention, international taxation[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent”][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/6″][vc_single_image image=”18789″ qode_css_animation=””][\/vc_column_inner][vc_column_inner width=”5\/6″][vc_column_text]<\/p>\n

Funding<\/h3>\n

Loans: Mortgage, Lombard[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent”][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/6″][vc_single_image image=”18788″ qode_css_animation=””][\/vc_column_inner][vc_column_inner width=”5\/6″][vc_column_text]<\/p>\n

Luxury Real Estate<\/h3>\n

Local and international partners
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Our know-how and the strong relationships we have built with our partners over the years, enable Necker Finance to provide its clients with customised solutions adapted to their needs.<\/h4>\n

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A tripartite relationship<\/h1>\n

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We boast multiple partnerships with renowned financial institutions, allowing us to open and manage accounts<\/strong> with prestigious private banks, on behalf of our clients<\/strong>.<\/p>\n

[\/vc_column_text][vc_separator type=”transparent” up=”13″ down=”0″][vc_separator type=”transparent” up=”13″ down=”0″][vc_single_image image=”18785″ img_size=”large” alignment=”center” qode_css_animation=””][vc_separator type=”transparent” up=”13″ down=”0″][vc_separator type=”transparent” up=”13″ down=”0″][vc_separator type=”transparent” up=”13″ down=”0″][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/3″][vc_column_text el_class=”tripartite”]<\/p>\n

Management Agreement<\/h3>\n

[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-1″]We determine the relevant management agreement to adopt, based on our clients’ needs and expectations<\/strong>.[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-2″]Signature of the appropriate management agreement.[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-3″]Necker Finance<\/strong> is allowed to issue payment orders<\/strong> on behalf of its clients, across various markets.[\/vc_column_text][vc_separator type=”transparent” up=”13″ down=”0″][\/vc_column_inner][vc_column_inner width=”1\/3″][vc_column_text el_class=”tripartite”]<\/p>\n

Account Opening<\/h3>\n

[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-1″]We determine the type of account.[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-2″]Opening of the account with one of the partner banks.[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-3″]The selected bank manages<\/strong> the account, holds<\/strong> the securities and executes<\/strong> the instructions deployed by the manager.
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Dedicated Relationship<\/h3>\n

[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-1″]The manager becomes a middleman<\/strong> between the client and the bank.[\/vc_column_text][vc_column_text el_class=”bloc-tripartite-4″]Regular face-to-face meetings to conduct reviews<\/strong>, establish economic outlook<\/strong> and determine market opportunities<\/strong>.[\/vc_column_text][vc_separator type=”transparent” up=”13″ down=”0″][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”30″ z_index=”” padding_bottom=”60″ el_class=”impaireHome”][vc_column][vc_separator type=”transparent” up=”40″ down=”0″][vc_column_text]<\/p>\n

Our mandates<\/h1>\n

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Non-Discretionary Mandate<\/h3>\n

Investors make their own decisions<\/strong> following their manager’s advice<\/strong> and recommendations<\/strong>.<\/p>\n

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Discretionary Mandate<\/h3>\n

Investors delegate the management of their portfolio<\/strong>, allowing managers to make relevant decisions based on investors’ objectives<\/strong> and in line with their agreement<\/strong>.
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Standard Portfolios<\/h1>\n

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Portfolio management<\/strong> is adapted to the investor’s risk aversion<\/strong>.<\/p>\n

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RISK<\/strong><\/p>\n

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PORTFOLIO TYPES<\/strong><\/p>\n

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<\/span><\/span>0<\/span>%<\/span><\/h5>
<\/div><\/div><\/div>[\/vc_column_inner][vc_column_inner width=”3\/4″][vc_column_text]<\/p>\n

Return:<\/strong><\/h3>\n

Comprises a minimum of 90% fixed income investments (cash, bonds, money market funds, alternative products) and a maximum of 10% equities.<\/p>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent” up=”13″ down=”0″][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/4″]

<\/span><\/span>0<\/span>%<\/span><\/h5>
<\/div><\/div><\/div>[\/vc_column_inner][vc_column_inner width=”3\/4″][vc_column_text]<\/p>\n

Conservative:<\/strong><\/h3>\n

Comprises a minimum of 65% fixed income investments and a maximum of 35% equities.<\/p>\n

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<\/span><\/span>0<\/span>%<\/span><\/h5>
<\/div><\/div><\/div>[\/vc_column_inner][vc_column_inner width=”3\/4″][vc_column_text]<\/p>\n

Balanced:<\/strong><\/h3>\n

Comprises a minimum of 40% fixed income investments and a maximum of 60% equities.<\/p>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent” up=”13″ down=”0″][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner width=”1\/4″]

<\/span><\/span>0<\/span>%<\/span><\/h5>
<\/div><\/div><\/div>[\/vc_column_inner][vc_column_inner width=”3\/4″][vc_column_text]<\/p>\n

Dynamic:<\/strong><\/h3>\n

Freely managed, without constraints. Investment opportunity: 100% in equities.<\/p>\n

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For more information:<\/h4>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/4″]Contact us<\/a>[\/vc_column_inner][\/vc_row_inner][vc_separator type=”transparent” up=”13″ down=”0″][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”yes” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”0″ z_index=”1″ padding_bottom=”0″ background_color=”#ffffff”][vc_column][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” padding_top=”30″ z_index=”” padding_bottom=”20″ el_id=”content” background_color=”#ffffff”][vc_column][vc_column_text] Our core business [\/vc_column_text][vc_separator type=”transparent” up=”40″ down=”0″][vc_separator type=”transparent” up=”13″ down=”0″][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=”” padding_top=”0″ padding_bottom=”60″ background_color=”#ffffff”…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"full_width.php","meta":{"inline_featured_image":false,"footnotes":""},"_links":{"self":[{"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/pages\/17661"}],"collection":[{"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/comments?post=17661"}],"version-history":[{"count":3,"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/pages\/17661\/revisions"}],"predecessor-version":[{"id":18794,"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/pages\/17661\/revisions\/18794"}],"wp:attachment":[{"href":"https:\/\/www.necker-finance.com\/en\/wp-json\/wp\/v2\/media?parent=17661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}