Our sector of activity is wealth management and investment advisory mandate. We also provide execution only services. We offer investment strategies taking into account our clients’ needs and situation. We are a human scaled company and give great importance to provide tailor-made services and personalised relationships with each of our clients.
Kendra Securities House SA provides asset management services for private individuals wishing to invest their assets on the financial markets or on the private markets. As each client is different, three types of services are provided.
Together with the client, we define the investment strategy by taking into account the client personal needs, their financial situation, the time horizon and their risk profile.
We execute the trades requests from our clients. With this type of service, we are not allowed to give any advice. This is a suitable solution for experienced investors.
As for the discretionary management, we define with our clients the investment strategy. We provide all the advices and recommandations needed . The final investment decision is made by the client.
External Asset Managers & Professional Investors
Kendra Securities House SA provides custody and brokerage services to professional investors in need of tailored investment solutions, as well as to external asset managers wishing to benefit from our flexible brokerage solutions and our Private Equity offering.
Do not hesitate to liaise with us to discuss your business needs.