Asset Allocation Advisory
1. Listed financial investments
To deliver stronger long-term investment performance, Intuitae has chosen not to act as an asset manager. We believe that rigorous manager selection and ongoing oversight are the most effective ways to control risk and enhance returns. Fully independent from any financial institution, we provide objective advice and recommend investment solutions solely in our clients’ best interests. This independence also enables us to negotiate freely and effectively with financial service providers on behalf of our clients.
Our Family Officers support clients by:
- defining an asset allocation strategy aligned with their objectives, projects and needs;
- selecting the most suitable investment managers to implement the chosen allocation;
- assessing and validating the suitability of proposed
- investment solutions;
- overseeing implementation and ensuring ongoing monitoring;
supporting the delivery of sustainable long-term performance.
Depending on how actively they wish to be involved in managing their financial assets, clients may choose either to retain decision-making authority or to delegate investment management.
This can be structured through a dedicated investment committee, which appoints
specialised managers under advisory mandates
while retaining responsibility for strategic allocation decisions. Alternatively, management may be fully delegated to one or several investment managers through investment funds and/or discretionary portfolio management mandates.
2. Private equity
Intuitæ provides bespoke advisory services for investments
in private equity and private debt.
We support our clients in defining, implementing and monitoring their investment and diversification strategies across private markets throughout the entire investment lifecycle. Our advisory services include :
- Assessing financial and non-financial investment criteria;
- Defining the investor profile;
- Determining the most appropriate investment structure;
- Identifying the relevant asset classes;
- Selecting the target geographic markets.
We guarantee complete objectivity and independence in our recommendations.
Intuitæ does not act as a placement agent or intermediary in the acquisition of equity interests.
Our remuneration comes exclusively from our clients.
Our approach is built on three core principles:
- The complete absence of conflicts of interest;
- The identification of investment opportunities only after a thorough assessment of the client’s situation and the definition of a dedicated investment framework;
- A disciplined and long-term investment philosophy.
To avoid excessive concentration by investment and vintage year, we advocate a prudent and diversified approach to private market investing.
3. Real Estate Investment
Intuitæ supports clients regardless of their preferred investment structure,
whether through direct ownership, co-investment arrangements or club deals. We operate with complete independence and without conflicts of interest, pursuing a single objective: enhancing the performance of our clients’ real estate investments.
Intuitæ is neither a broker, a property manager nor an asset manager. We are remunerated exclusively by our clients.
Our role is to support clients in defining their real estate investment strategy, implementing it effectively, and monitoring its performance over time.
- Step 1 – Investment Framework
Defining the strategy and governance structure.
We help you establish a clear investment strategy by placing it within the context of overall wealth and asset allocation. We assess the investor profile and evaluate the risks associated with future investments.
- Step 2 – Investment Phase
Executing the investment framework.
We apply a rigorous methodology to source, analyse and assess
investment opportunities. In line with the agreed investment framework and our shared market convictions, we identify potential acquisitions. You remain the sole decision-maker throughout the process. Our role is to identify, secure and negotiate opportunities exclusively in your best interests.
- Step 3 – Monitoring
Ongoing oversight and performance review.
Our role is to coordinate and oversee the relationship with the asset manager and/or property manager responsible for the property. We monitor the implementation of the business plan, review performance reporting, challenge assumptions where appropriate, and provide strategic recommendations designed to optimise long-term performance.
4. Alternative Assets
Over recent years, a broad range of alternative asset classes has emerged, creating new opportunities for portfolio diversification. These include cryptocurrencies, vineyards, forestry assets, collectible vehicles, fine watches, and works of art...
Drawing on our experience and extensive network, we help clients identify, assess, acquire, and monitor these alternative investments as part of their broader wealth strategy.
We continuously explore innovative and relevant investment opportunities, enabling us to advise and support clients in emerging areas such as NFTs, cryptocurrencies and crypto art.
5. Philanthropy
Intuitæ advises and supports clients in structuring and managing their philanthropic initiatives, helping them align their wealth with their values and ensure their commitments have a lasting impact.
Our role is to help you define a philanthropic strategy that aligns with your values, your family’s objectives, and your broader wealth organisation. We support you at every stage of the process:
- Defining areas of engagement and impact objectives;
- Structuring the legal and tax framework of philanthropic initiatives;
- Establishing endowment funds, foundations, or dedicated investment vehicles;
- Identifying and selecting partner organisations, charities or supported projects;
- Designing governance frameworks that encourage the involvement of multiple generations;
- Monitoring, evaluating and measuring the impact of philanthropic initiatives.
Independent of any beneficiary organisation or institution, we act solely in the best interests of our clients, ensuring objectivity, transparency and consistency in every commitment made.
Our approach is designed to build sustainable, well-structured and purpose-driven philanthropic strategies, that are fully aligned with each family’s values and long-term vision.
Sustainable development & Impact
Each generation is called upon to address major challenges in building a more sustainable world. These challenges also present meaningful opportunities within a broader wealth strategy, enabling individuals and families to give greater purpose to their assets.
What is impact investing? Which ESG investment strategies should be prioritised? How can profitability and sustainability be reconciled? These are precisely the questions we address through tailored training and advisory programmes.
Our objective is to help families and entrepreneurs invest with purpose, in alignment with their values, while addressing the key challenges of a world in transition.