What we do

At C&P, we share our multidisciplinary know-how with institutional investors and Family Offices, in turn saving their time and resources, and directing them towards the best solutions on the market for the specific needs of their large families.

The process is divided into several phases:

Phase 1 - Scouting

At C&P, thanks to an international network of professionals of primary standing, we collect information on the most innovative solutions and services at a global level, as well as carry out studies and research in the economic field. This information is put together to define a medium-long term market outlook.

Phase 2 - Selection

Based on the results of the Scouting phase. we select products that have the following characteristics:

 

  • Innovation
  • Alternative investments
  • Service excellence
  • Medium-long term vision
  • Sustainability of risk / return
  • Extra-yield
  • Identification of opportunities and niches of value

Phase 3 - Due  Diligence

Once the selection has been made, the instruments are submitted to due diligence according to 4 types of criteria

+ INVESTMENT ANALYSIS

 

Macroeconomical context

Asset class

Market

Sustainability

Liquidity

Stress test

+ Issuer analysis

 

Track record

Trust

Jurisdiction

Governance

Solidity

AuMs

+ product analysis

 

Vehicle

Jurisdiction

Guarantees

Prospectus

Structuring

Service provider

Costs

+ intermediation analysis

 

Deal flow

Rules

Intermediaries

Costs

Requirements

Tax

Phase 4 -  Accessibility

 

After all the due diligence tests are carried out, we then review the accessibility of the investment. We make it easily usable to the investor, and verify that the subscription process follows all the regulations in force both in terms of intermediation and in terms of taxation.

 

Colombo & Partners

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