OUR ONLY REFERENCE - YOU
We select the best investments based on a thorough analysis and a rigorous decision-making process. And because each customer is unique, portfolios are always tailored to your personal circumstances.
OUR ONLY REFERENCE - YOU
We select the best investments based on a thorough analysis and a rigorous decision-making process. And because each customer is unique, portfolios are always tailored to your personal circumstances.
OURPROCESS
Although our portfolios are all created to meet your specific needs and objectives, they are above all the result of a painstaking building process.
EVALUATION
Together, we evaluate your performance objectives taking into account your personal situation, risk tolerance, aspirations and time horizon.
ANALYSIS
Our analysts assess all available investment instruments to determine the best possible combination of direct positions, traditional or alternative funds, ETFs or structured products.
ALLOCATION
We determine the appropriate asset allocation given the prevailing market conditions and then select the various securities and investment instruments that will make up your portfolio based on your personal situation.
REPORTING
We regularly review the results with you, verify that your investment objectives have not changed and adjust your portfolio as necessary.
OUR SERVICES
You can access the management competence we have developed over the past 30 years and benefit from the expertise of our specialists in the following areas
ASSET MANAGEMENT
By entrusting us with a discretionary or advisory mandate you will benefit from a wide range of expertise and competences, to protect your capital and grow your assets.
FAMILY OFFICE
To allow you to have a multi-functional analysis of your total wealth, we can produce consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their custodian or location.
ESTATE PLANNING
Estate planning is applied to the entirety of your assets all over the world, and includes tax and estate planning, asset protection and the transfer of family businesses.
PENSION PLANS
Thanks to our expertise in asset management, we are able to offer more efficient pension plan solutions. Primarily aimed at entrepreneurs and executives, this service offer allows the optimisation of pension plans through personalised and tax-efficient solutions.
OUR SERVICES
You can access the management competence we have developed over the past 30 years and benefit from the expertise of our specialists in the following areas
ASSET MANAGEMENT
By entrusting us with a discretionary or advisory mandate you will benefit from a wide range of expertise and competences, to protect your capital and grow your assets.
FAMILY OFFICE
To allow you to have a multi-functional analysis of your total wealth, we can produce consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their custodian or location.
ESTATE PLANNING
Estate planning is applied to the entirety of your assets all over the world, and includes tax and estate planning, asset protection and the transfer of family businesses.
PENSION PLANS
Thanks to our expertise in asset management, we are able to offer more efficient pension plan solutions. Primarily aimed at entrepreneurs and executives, this service offer allows the optimisation of pension plans through personalised and tax-efficient solutions.