Advisory Services

Independent expertise to create long-term value

TOOLS, METHOD, AND TRANSPARENCY

An independent partner

Compass Asset Management’s advisory services are designed for families, entrepreneurs, family holdings, and sophisticated investors.
We offer independent and technical guidance, based on rigorous analysis, advanced solutions, and a direct relationship with our specialists.

A shared vision, a dedicated strategy

In every mandate, we provide experience, transparency, and discipline, developing solutions consistent with each client’s risk profile and objectives.
Our model allows clients to retain full control over investment decisions, while benefiting from the technical and operational support of our team.

Our advisory service includes:

Technical and qualitative portfolio analysis
Access to advanced and tailored investment solutions
Continuous strategy monitoring
Evaluation and development of client investment ideas

Every recommendation undergoes a rigorous review process to ensure consistency with the agreed risk profile and investment objectives.

Bespoke Managed Account

Personal strategy, professional execution.

Designed for clients who wish to define their own investment strategy while entrusting execution to a dedicated team. Through a customized operational mandate, Compass manages transactions in line with predefined guidelines, ensuring precision, confidentiality, and full traceability.

Key features:

Strategy defined by the client
Operational implementation delegated to the manager
Access to a broad range of asset classes and currencies
Possibility to integrate specific objectives

This solution combines strategic control with operational efficiency, maintaining full alignment with the client’s long-term goals.

External Asset Consultancy

Independent analysis for a global view of wealth.

The external asset consultancy service is designed for clients who hold assets managed by other institutions and seek an independent, in-depth assessment of their overall exposure.

The service includes:

Technical review of external portfolios and mandates
Qualitative and quantitative portfolio composition analysis
Identification of concentrations, inefficiencies, and underestimated risks
Tailored recommendations for potential reallocations
Support in selecting the most suitable instruments

This service is purely advisory: Compass does not intervene directly in the management process but provides an independent, disciplined, and objective evaluation aimed at improving the overall risk/return balance.