Through our investment advice, we accompany clients wishing to maintain full autonomy in their investment choices, while benefiting from expert advices.

 

We formulate tailored recommendations to investors depending on:

 
1. 

his personal and estate situation,

 
2. 

your investment objectives,

 
3. 

the level of risk you are willing to take.

 

Each customer can benefit from our investment expertise, and make their decisions freely.

MANAGEMENT MANDATE, OUR APPROACH

• Individualised management mandate

• DNA : Preservation - Growth - Transmission

• Access to 6 investment profiles with a possibility to create dedicated profiles

• Direct investment or/and mutual fund in open architecture

 

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PATRIMONIAL ADVICE,      OUR SERVICES

• Financial investment advices

• Life insurance

• Real Estate

• Financing

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