Like a clockwork, we and our services work for you.
We are independent, in other words, we are not liable for delivering results based on quotas or managerial goals. Omega’s team has over 80 years of combined experience: this capital is at your disposal to seek the most adequate investment solutions.
We think “big” but act according to your specific needs. We monitor portfolios pursuant to clearly defined goals. We coordinate fully with other advisors and consolidate upon request.
WE agree on a risk profile. YOU delegate investment decisions to experts.
WE identify trends, analyze, select and suggest opportunities. YOU decide on the investments.
We track and follow to provide you a net-worth synthesis available at a glance.
Teamwork is essential. Our people have gained experience since the late ’80s for the eldest of us. The ultimate goal is to seek the best risk/reward ratios.
Our philosophy is a tailor-made service. We do the same on products should you deem it necessary.
WE agree on a risk profile. YOU delegate investment decisions to experts.
WE identify trends, analyze, select and suggest opportunities. YOU decide on the investments.
We track and follow to provide you a net-worth synthesis available at a glance.
Teamwork is essential. Our people have gained experience since the late ’80s for the eldest of us. The ultimate goal is to seek the best risk/reward ratios.
Our philosophy is a tailor-made service. We do the same on products should you deem it necessary.
A rapidly evolving world poses significant challenges: economic uncertainty, public pressure to contribute more to society, increasing regulation and erosion of the right to privacy.
Families trust us because we strive to understand them. No two families are alike. We contribute to setting up clear governance rules and check to respect them. We defend and protect your assets, help you pass the baton to the next generation. We have the capacity to quickly address special issues via our network.
The full array of financial services, from standard public markets and funds… to bespoke private equity opportunities. Today’s market sophistication & legal requirements imply access to efficient tools, wide scope team profiles, organization and reactivity. We strive to have them all.
3 aspects are to be mastered:
• Strategic wealth objectives are defined in a charter
• Clear decision processes and boundaries
• Short term tactical choices
Preparing your wealth’s future and passing it to your siblings implies legal, taxation and potential offshore considerations.
“S” like stone and stability. We outsource this division by selecting experts, yet keeping a check on expenses. The same for an art collection.
High Net-Worth Individuals (HNWI) seek to simplify their life by delegating daily contingencies. We do or outsource these issues via a confidential network.
Booking, crew management, offshore and rental optimization, engine servicing …etc
The full array of financial services, from standard public markets and funds… to bespoke private equity opportunities. Today’s market sophistication & legal requirements imply access to efficient tools, wide scope team profiles, organization and reactivity. We strive to have them all.
3 aspects are to be mastered:
• Strategic wealth objectives are defined in a charter
• Clear decision processes and boundaries
• Short term tactical choices
Preparing your wealth’s future and passing it to your siblings implies legal, taxation and potential offshore considerations.
“S” like stone and stability. We outsource this division by selecting experts, yet keeping a check on expenses. The same for an art collection.
High Net-Worth Individuals (HNWI) seek to simplify their life by delegating daily contingencies. We do or outsource these issues via a confidential network.
Booking, crew management, offshore and rental optimization, engine servicing …etc
Our expertise in finance can potentially intervene at every stage of the lifecycle of a corporation. Some investors accept early-stage financing with the uncertainty it entails, others are risk-averse. It is our duty to seize this at the inception of the relation.
Investment gems are rare.
We spend substantial time, energy and research to identify them. Due diligence is performed as if our own money was at stake. We challenge investment ideas and implement the necessary dilution should markets go at a reversal.
We are investors, not speculators.
Standard public quoted markets have partially lost momentum in terms of return. Private equity identifications are an alternative to seek new trends and spot opportunities.
Modern finance provides easy access to options and futures or combines them with their underlining to enhance yields.
Omega’s team seeks to identify funds that are de-correlated from standard markets. We are open architects. The challenge is to seek investment solutions that give access to higher returns yet with all the necessary governance and due diligence checks.
It is our prime mission as wealth managers. Diversification and de-correlation are the core vectors of an efficient risk dilution.
Omega is long term based. ESG (Environmental, Social, Governance) conscious companies are considered as financially more viable than others. A true business perspective must not rely on short-sighted entities but on real visionary ones taking into account the preservation of our planet and its people. We always bear this in mind.
Standard public quoted markets have partially lost momentum in terms of return. Private equity identifications are an alternative to seek new trends and spot opportunities.
Modern finance provides easy access to options and futures or combines them with their underlining to enhance yields.
Omega’s team seeks to identify funds that are de-correlated from standard markets. We are open architects. The challenge is to seek investment solutions that give access to higher returns yet with all the necessary governance and due diligence checks.
It is our prime mission as wealth managers. Diversification and de-correlation are the core vectors of an efficient risk dilution.
Omega is long term based. ESG (Environmental, Social, Governance) conscious companies are considered as financially more viable than others. A true business perspective must not rely on short-sighted entities but on real visionary ones taking into account the preservation of our planet and its people. We always bear this in mind.
