The main goal of our asset management team is to build long term, mutually beneficial relationships with our clients.
This allows our company to understand the needs of our customers and respond flexibly to their requirements.
Our asset managers also establish tailor-made annual business plans for all assets and continuously review the progress of each asset, in line with our investment strategy.
Budgets, forecasts, plans and performance reports are prepared in a transparent and consistent manner to ensure that all assets are managed efficiently and we maximize returns.
ANALYSIS, INVESTMENT ADVISORY & WEALTH MANAGEMENT
For us it is essential to understand the individual circumstances and needs of each client in order to create their investment profile.
Once the goals, needs, objectives and expectations of the client have been identified, we define together their investment profile. We will analyze the level of risk and the investment terms that you want to adopt, always taking into account that the protection of your assets and their long-term growth is our main objective.
AI MONET LUXEMBOURG different types of management, as well as the most innovative financial products in order to build solutions that meet your specific needs.
WEALTH PLANNING & PORTFOLIO MONITOR
We offer our clients flexible and efficient service, using innovative technological tools and working closely with a network of professionals experts in their respective fields.
Our team is highly trained in a wide range of services, including tax planning and estate planning, fiduciary and business services, assistance in real estate and family governance.
To protect your assets at all times, we take care to regularly monitor the external factors that may affect your investments. This continuous monitoring allows us to adapt at any time to the different phases of the economic cycle and to ensure that the necessary changes in the defined strategy will be kept in line with the client’s objectives.
Our investment management team closely monitors the local market, to find and strategically deal on opportunities in Europe with the aim of maximizing returns for our investors.Our structured investment method encompasses in-depth local and economic market research, tenant information and analysis of property managed through a rigorous and detailed technique, process of environmental due diligence, financing, structuring and legal.We proactively approach owners, developers and municipalities in the European market, as well as maintain excellent relationships with national and local brokers, to find deals where we can 'buy smart, add value, sell smart.
The Financial Division of the Group was created to meet the needs of our professional clients who have dedicated experience in the field. This means that the advice that each client receives is not just tailored specifically. needs, but that the advisor who manages their finances is familiar with the nuances of banking procedures. The advisers of this division are mainly ex-banking and financial people, with both international and local expertise from some of the world's largest banks.
We help you understand your financial strengths and weaknesses by creating income and expense charts so that you have a clear understanding of your cash flow. Your cash flow is the key to the financial independence of your wealth. We show you how to save by helping you align your current choices and future lifestyle with desired financial success. It's not always easy, but it sure is possible.
The wealth you have created and preserved over the years is an incredibly valuable asset. Our specialists are here to develop a solution designed to ensure protection of assets and the smooth transition of assets to the next generation, according to your personal wishes.
We recommend opting for an AI MONET LUXEMBOURG. This gives you three immediate advantages: you benefit directly from our experience and discipline, you keep full control of your long-term investment strategy, and you gain the precious commodity of time.
Explore a bespoke solution designed for experienced investors. Make smarter investment decisions equipped with our insights. You benefit from regular monitoring of your portfolio keeping it in line with your investment strategy.