FourPartners

Advice that adds value to your Global Wealth [+]

 

We start from the client's strategic objectives, which may be summarized in three macro-categories:

  • preservation
  • preservation and growth
  • focus on growth

Four Partners also makes major investments in technology in order to:


  • ensure highly sophisticated technical analyses in support of its recommendations
  • ensure that the client may access risk management instruments in heterogeneous asset classes for purposes of estate management.

1. Family Financial Advisory - FFA [+]

 

FFA clients are provided with continuous and simultaneous advice in the areas of corporate finance, investment management, risk management, financial planning, and financial statements type of reporting.


The client defines the advisory need based on its asset classes......

  • industrial assets
  • equity interests
  • liquid assets
  • real estate
  • art

... and in relation to its objectives:

  • Target Return
  • Risk Management
  • Management of Strategic Holdings
  • Corporate growth
  • Generational and/or financial planning.

2. Corporate Finance Advisory - CFA [+]

 

Four Partners provides advisory services for corporate transactions:

  • financial analyses and assessments
  • global transaction strategies
  • assistance in negotiations
  • selection and coordination of other participating consultants (financial, legal, tax, accounting).

M&A [+]

Advisory services for acquisitions, sales, mergers, splits, reverse mergers, contributions involving companies, ongoing concerns, or single assets.


Equity [+]

Advisory services for IPOs, private placements, issuance of shares on secondary market, issuance of convertible instruments.


Debt [+]

Advisory services for bond issuance, bank financings and syndicated loans, acquisition finance, club deals, debt renegotiation and refinancing in general.


Corporate Restructuring [+]

Construction and/or rationalisation of group structures for operating purposes, companies assistance in financial turnaround of "troubled" companies, including with regard to negotiations with banks and creditors in general.


3. Investment Management Advisory - IMA [+]

 

The investment philosophy of Four Partners can be expressed in two words: preservation and growth.

Translating this philosophy into reality means:

A. A lean, effective, and flexible decision-making process that proves to be suitable for evaluating a wide variety of investment opportunities at any time.
B. Constant involvement of the client in analyzing the strategic and highly entrepreneurial investment propositions.
C. Creation of a Risk Management model that is an integral part of the philosophy.


Investment Management Advisory activities:

 

  • Asset Allocation & Risk Management [+]


    Definition asset allocation (together with the client) and of the appropriate risk management strategies, followed by the implementation of an initial portfolio construction and subsequent tactical moves.

  • Selection of financial intermediaries [+]


    Selection of asset managers/financial operating platforms deemed most suitable for "Day-to-day" Management management of individual asset classes (liquid and non).

  • Analysis of individual investment recommendations [+]


    Analysis of specific investment opportunities also in asset classes meno liquide (e.g., real estate) (e.g., real estate) that are less liquid, non-traditional, and unknown to most of the traditional financial intermediaries.

  • Ad hoc reporting [+]


    Creation of ad hoc reporting tailor-made for the client and based on concepts of disaggregation of results (for purposes of understanding the validity of each manager and/or investment) and consolidation of positions (to evaluate the long-term effectiveness of the asset allocation in question).)