David MAO

Our Group is a dynamic, human scale firm, with customer focus. Its mission is to provide services, which meet your needs :

• Advice: From the global approach to the custom solutions: Customization to meet your needs and goals.
• Services: Assistance in implementing our recommendations and follow up.

Our core purpose is to provide prudent stewardship of our Clients' Funds/Assets and to earn their trust. We believe that our people are our most valuable asset and are essential.

Commit to delivering excellence in everything we do and only take on what we can do well. Excellence is fostered by personal accountability and the quest for constant improvement.

I/We have the possibility to introduce the Beneficial Owners of the Funds/Assets :

• to a Trading Operation providing for a secured & tailor-made trade offer (Private Placement Program) in relation to their Funds/Assets, in consideration to the intended projects' financing of the Clients.
• to several Traders/Platforms/Financial Operators, Trade Desks in Europe, Asia...

The independence characterizes freedom of choice for solutions and selected cash asset investment proposals in accordance with existing and running trading programs and present possibilities/capacities and also the applicable investment regulations. It is with the greatest objectivity that our Group will review your situation and your projects.

Our Group focuses on relationships of trust, based on listening, in the long term, in order to give you maximum efficiency and effectiveness. Our primary objective is to deliver competitive investment performance while striving to achieve the highest levels of Client service.

From the assessment of your objectives and components of your Funds/Assets, we recommend in the implementation of appropriate strategies, in order to create, develop and/or transmit your Assets.

Our Group is also focused on and engaged in a broad range of investment activities. Our family office private investment firm is specialized in investments in both privately held companies and real estate.