Looking for the best opportunities, knowing how to grasp them, keeping you informed and providing regular support so that you can benefit from it in the best possible way - that is now our daily challenge.
From the selection of investment solutions to portfolio management, by way of a personalized financial audit, we are naturally at your side by placing you at the heart of each solution. The pledge of confidence is that our remuneration depends on staying relevant.
We ensure the selection and implementation of the best investment solutions, thanks to a system of analysis and monitoring of financial assets.
We give you access to a wide range of financial proposals: Securities, UCITS, Trackers, Structured Products, Unlisted Assets (Private Equity, Real Estate and Collateralized Loans) and Hedging Strategies.
We advise you on timely financial solutions that are best suited to current market conditions.
We participate in the implementation of the investment program by using our former banking experience to negotiate the best pricing conditions with the financial institutions and your bank.
Our commissions are primarily linked to our performance levels
We take the time to fully understand all your investment needs and ambitions
We put all our expertise and personal network at your disposal to find the investment solutions that suit you
We therefore offer intelligent and informed asset management consults along with a regular review of your portfolio
Our management fees are indexed on the performance of the managed portfolio.
Analysis of your existing portfolio
Analysis of your risk profile
Evaluation of your goals and needs
Optimizing your cost structure
Customized investment strategy
Risk Management Plan
Our consulting fees are always defined ahead of the provision of service and are flexible depending on the services offered