Private Investment Club
Very well-connected worldwide, SFO gives Members precious access to private and exclusive investment deals.
We also help them find partners for their various businesses, and secure the participation of important strategic players.
Asset Consolidation & Reporting
Our comprehensive, consolidated reporting covers both bankable and nonbankable assets. Real-time online reports allow our Members to monitor the progress of their portfolios at their convenience, and in detail.
- Global reporting
- Performance and fee analysis
- Regular updates on security prices
- Monthly and quarterly consolidated reports
Investment Advisory Services
SFO sets out investment strategies, creates innovative investment solutions and selects the best managers and execution firms for each asset class.
The service includes:
- Investment policy statement
- Strategic asset allocation
- Independent choice of best-in-class providers
- Monitoring and rebalancing
- Advisory asset management mandates