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:
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
+ Issuer analysis
+ product analysis
+ intermediation analysis
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.