The right portfolio is the one that best suits you.
Our starting point is you.
Truly personalised management starts with in-depth knowledge of your personal situation, your goals and any constraints you may have. Only then do we implement our investment philosophy, which is founded on a disciplined process and a global approach to the markets. Our ability to analyse a wide range of financial information allows us to provide you with the best investment solutions through active management based on an open architecture.
We have one clear goal: to protect and grow your capital.
By entrusting us with your portfolio, you gain access to skilful and personalised management by experienced professionals.
After defining your risk profile together, we apply the investment strategy that best suits you, taking into account your personal constraints and wishes.
And because we consider you to be a full partner, we keep you regularly informed of the evolution of your portfolio and the markets. We periodically check your goals in order to assess whether your investment strategy should be reviewed.
If you wish to play a more active role in the management of your portfolio, you can also benefit from our expertise through our active investment advice.
After a thorough review of your situation and the investments you are interested in, we work with you to develop a personalised investment strategy. We regularly submit proposals or recommendations tailored to your investor profile.
Our relationship as partners and the in-depth understanding of your situation acquired over time enable us to develop a global view of your assets, and therefore assist you in their management, protection and transmission.
We have tools at your disposal for consolidating portfolios and non-financial assets, which give you a complete and clear picture of your wealth through detailed reports. We can also monitor and evaluate the management carried out by other institutions to ensure that it is always in line with your goals.
Finally, thanks to our extensive network of international partners, we can support you in all matters relating to taxation, real estate and estate planning.