Tailored solutions for qualified investors.

Berlioz, a partner who understands your needs.

THE COMPANY

Berlioz Capital is a 100% independent financial investment advisory firm.

Founded in 2015 by two experts in asset management and financial engineering, the firm was created to meet the growing demand for tailored investment solutions. Its primary objective is to establish long-term, high-quality relationships with its clients and partners.

Financial Investment Advisory Firm (CIF) registered with ORIAS
Insurance Brokerage Firm (COA) registered with ORIAS
societe

OUR SOLUTIONS

FINANCIAL
INVESTMENTS

• Structured Products
• AMCs (Actively Managed Certificates)

REAL ESTATE
FINANCING

• Traditional Bank Financing
• Innovative and Alternative Financing Solutions

ADVISORY
MANAGEMENT

• Luxembourg Life Insurance & Capitalization Contracts
• Securities Accounts

OUR CLIENTS

We work closely with:

FINANCIAL &
INVESTMENT
MANAGER

FINANCIAL & INVESTMENT MANAGER

Wealth manager, asset manager, family office, private banker

INSTITUTIONS
AND CORPORATIONS

INSTITUTIONS AND CORPORATIONS

CEO, CFO, treasurer

REAL ESTATE
DEVELOPERS
AND INVESTORS

REAL ESTATE DEVELOPERS
AND INVESTORS

Private real estate traders or professional property developers
Berlioz Capital
Tailored solutions
Wealth manager, asset manager, family office, private banker

OUR STRENGTHS

We are fully committed to finding solutions to your challenges, even when they may seem impossible.

RECOGNIZED EXPERTISE

Tailored know-how to meet your specific needs

100% open-architecture solutions

High-performance solutions aligning with your objectives

Extensive network of trusted partners

BY THE NUMBERS

0  years

of experience in banking and financial engineering

+ de 0

bespoke solutions developed

+ de 0 M€

in advised and intermediated assets

+ de 0 M€

in intermediated financing

 
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