Our Services
Discretionary Management
By signing a Discretionary Mandate, You will give 2PM the power of attorney to manage your portfolio according to the personalised strategy you agreed upon
Advisory Management
If You want to participate actively in the management of your portfolio, 2PM offers you the opportunity to sign an Advisory Mandate and will assist you with its most accurate investment recommendations
Execution Only
You can use our expertise and our large network of international custodian banks to open an account and benefit from the preferential pricing that we have negotiated with our banking partners
Life Insurance
2PM works closely with several major Insurance Companies when a life insurance policy is a favourable vehicle to manage and secure your assets
Multiple Portfolio Analysis and Consolidation
The 2PM portfolio management team offers to opportunity to perform in-depth risk and portfolio analysis. It will provide you with an objective inventory of the asset allocation versus targeted return, review the quality of the securities analyse the performance, the volatility and the correlation
Ancillary Advice and Support
Succession planning
Legal advice
Non-financial asset management advice
Administrative procedures
And more...
Partners
