→ More than a billion managed via more than 2.000 management mandates entrusted on behalf of private investors (Third parties management and an arbitration mandate in Unit of Account)
→ A strong knowledge of financial markets and their evolution
→ An optimazed diversification throught the complementary use of Securities and a selection of funds in open architecture
One of the only independant management companies built for and around their customers since more than 14 years.
We serve diverse customers: private investors, business executives, families, artists, top athletes and associations. Preserving your wealth using a balanced risk-return is our main objective. This commitment places trust and discretion at the center of our daily activities. This approach has allowed us to build a lasting and unique relationship with our customers.
- benefit from a personalized portfolio management
- establish with your wealth manager your profile and investment horizon
- delegate the management of your assets to a portfolio management specialist
√ YOUR WEALTH MANAGER:
- ensure the continious monitoring of your portfolio, irrespective of market terms
- inform you continiously of your portfolio evolution and the adequat strategy to adopt
√ YOU PREFER TO KEEP YOUR MANAGER AUTONOMY?
- discover out solution of investment advisor