Our Services
We offer tailored wealth management solutions: asset allocation and security selection are at the heart of our expertise. Each portfolio is individually crafted with a simple goal: to deliver long-term performance and peace of mind. We provide different approaches reflecting the client’s sensibilities.
Discretionary Management
Delegate with confidence
We define your investment strategy together, based on your goals, financial situation, time horizon, and risk profile. Then, we take care of day-to-day management, with discipline and precision.
Advisory
Mandate
Approachable and available management
You remain in control of every investment decision, while benefiting from our investment views and in-depth market insights. A collaborative approach, for informed investors seeking a trusted partner.
Execution
Only
Going the extra mile to find solutions.
Designed for experienced investors, our execution‑only service gives you direct access to global markets and professional trade execution, while you retain full control and make all investment decisions yourself
Accounts Consolidation
One view. Total clarity.
At KSH, we simplify your financial life by giving you a unified view of your wealth, across all your banking relationships.
Through our secure platform, you can track holdings deposited at multiple institutions, whether they’re managed by Kendra or not. View accounts individually or as a consolidated portfolio, updated daily and accessible anytime.
Key features :
- Automatic daily updates from external banks
- Access to all accounts, including those not managed by Kendra
- Consolidated or individual views of your portfolios
- A single access point to monitor and oversee your assets
- Effortless, transparent, and designed for discerning investors who value precision.
External Asset Managers
Beyond standardization
At KSH, we work hand in hand with professional investors and external asset managers who seek more than standard solutions.
We provide secure custody and flexible brokerage services. Our approach is built on trust, proximity, and agility, ensuring that each partnership benefits from tailored solutions and supports long-term success.