Our Services
Wealth Strategy
We help you align your long-term goals and financial structures with a well-defined wealth strategy, managing complexity with clarity.
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Build a tailored investment strategy to meet your needs
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Coordinate any global tax and legal matters
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Provide clear consolidated reporting
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Plan for family governance and succession needs
Execution Management
We aim to improve performance by ensuring your investments stay efficient, purposeful, and aligned with your defined wealth strategy.
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Optimize asset mix, risk, and liquidity
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Identify and access most suitable cost-effective passive solution, and/or best performing active solution as appropriate
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Identify and manage strategy overlaps
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Continuously review performance and opportunities received
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Manage cash flows and liabilities
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Negotiate third party fees on your behalf
Back Office Administration
We simplify your life as your outsourced back-office function, delivering clear insights so you can make informed decisions.
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Coordinate all KYC, compliance, account opening, investment subscriptions, and corporate actions formalities with third parties
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Detailed monthly, quarterly reports, year-end or ad-hoc consolidated reports and reviews
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Track all third-party fees
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Oversee operational risks across providers
Your Priorities, Our Focus
Providing for your family
Preserve your lifestyle and values today, with tailored strategies that meet your current needs and aspirations.
Protecting your assets
We help you manage both the predictable and the unexpected through risk awareness and intelligent structuring.
Growing your wealth
Thoughtful, long-term portfolio construction aligned with your risk profile and goals.
Ongoing Monitoring
We remain actively engaged, continuously monitoring and managing your portfolio, and adapting it as your needs evolve over time.
Future planning
Shape the future through thoughtful succession, governance, and dynastic planning ; ensuring your legacy endures for generations.
Creating a charitable legacy
Turn your philanthropic goals into a lasting, meaningful impact.
CdR Wealth Management
We are paid by our clients to manage their wealth, not to sell them products.
We provide relationship continuity and work with the most suitable banks, brokers, fiduciary service providers, lawyers and independent fund managers in order to address our clients' long and short-term goals.
The Legacy Hub by CdR
We understand that wealth spans generations.
This is why, through the Legacy Hub, we help prepare the next generation to become thoughtful stewards of their future. From financial literacy and decision-making to family values and succession, we support and mentor your children as they grow into responsibility.