OUR AIM IS TO PRESERVE, PROTECT, AND GROW YOUR WEALTH

At KLCI SA, we believe that our core values of passion, integrity, transparency, and innovation are fundamental to our mission. These principles drive us to deliver personalized financial solutions that cater to the distinct needs of each client. We are committed to providing exceptional services that not only meet but exceed expectations.

By prioritizing trust, we strive to establish strong, sustainable partnerships with our clients, ensuring that their financial journeys are supported every step of the way. Our dedication to innovation keeps us at the forefront of the industry, allowing us to adapt and grow alongside our clients' evolving demands. At KLCI SA, we understand that every client is unique, and we take pride in crafting tailored financial strategies that foster both success and lasting relationships.

DISCRETIONARY

MANDATES

Your discretionary mandate revolves around you, with a tailor-made investment portfolio designed to align with your objectives, financial obligations and needs, time horizon, and risk appetite. By entrusting KLCI SA, with a discretionary mandate, you can focus on your business and other interests, knowing that we will respect your desired level of involvement throughout the process. With our discretionary mandates you will benefit from:

• Open architecture, independence and state of the art platforms and performing tools.

• Robust and disciplined investment approach which will optimize performance while proactively mitigating risks that are often overlooked by individual investors.

• Customized investment strategies while enhancing performance through a personalized, comprehensive, and transparent approach.

• With opportunistic execution, you can seize investment opportunities quickly based on market trends.

• Achieve time efficiency by entrusting investment decisions to our team of professional wealth managers and performing tools.

• Compliance and regulatory constant updates by operating within strict regulatory adherence.

• Proactive risk mitigation, stress testing, consolidation, and constant monitoring of portfolio performance and evolution.

• Stay informed about your portfolio's performance through regular reporting frequency decided only by yourself.

ADVISORY

MANDATES

For active investors who would like to make the final investment decision, we offer a collaborative partnership in managing your portfolio. We provide valuable advice on investment ideas and vehicles, acting as advisors to offer informed recommendations and expert guidance. Our approach takes into consideration your financial goals, risk tolerance, and personal preferences to ensure that the investment strategy aligns perfectly with your unique needs. By choosing KLCI SA, as your advisory partner, you will benefit from :

• Access to subject matter experts—researchers, strategists, and economists — who cover key markets and all assets’ classes via partnerships with Swiss and Global banks.

• Evaluation of global and local trends identified on a daily basis by a worldwide network of investment advisory experts.

• Smart advice and solutions, each customized to client financial goals, aspirations, and needs through an open architecture and services platforms.

• Proactive updates on new developments and prevailing markets dynamics.

• Optimal efficiency through access to various state-of-the-art technology platforms selected objectively.

• Around-the-clock access to global financial markets.

• Proactive risk mitigation, stress testing, consolidation, and constant monitoring of portfolio performance and evolution.

• Regular reporting about your portfolio's performance at your own desired frequency.

FINANCING

At KLCI SA, our philosophy is to accompany you in managing your assets and your liabilities. After thorough analysis of your global exposure and financial situation, with a primary objective of risk mitigation and optimalization, we can offer you :

• Lombard Lending

• Real Estate Financing

• Jet Financing

• Corporate Financing

• Private placements and Private debt structuring

• Shariah Compliant Financing

TAILOR-MADE

We will be creative and innovative, and we will challenge ourselves constantly to deliver the most suitable solutions for you.

PERFORMANCE

We seek out the best strategies designed to our client’s financial aspirations while maintaining ongoing dialogues to anticipate changes.

LONG-TERM

Our aim is to earn the trust of our clients and build a solid and long-lasting sustainable partnership.

LET'S DISCUSS IT TOGETHER

If you have any questions or need additional information, please don't hesitate to reach out to us. You can contact us conveniently through email, where we are ready to assist you with any inquiries you may have.

Alternatively, you can utilize our contact form for a quick response. We value your feedback and are committed to providing you with the information you need in a timely manner. Your satisfaction is our priority, and we look forward to hearing from you soon!

E-Mail

info@klci-sa.com