→ More than a billion managed via more than 2.000 management mandates entrusted by 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

• What distinguish us ?

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.

 

Our approch

YOUR NEEDS:

- 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

 

1. A DEDICATED WEALTH MANAGER

→ An individual support by an experienced managing partner 
→ A definition and an implementation of a taylored management
→ A match with your expectations, your specific needs and your patrimonial objectives

2. YOUR INVESTMENT POSSIBILITIES

→ Securities and managed & held in:
• Life assurance and capitalisation contracts
• Securities account
• Other taylored solutions(UCITS dedicated, investment firm…)

3. AN OPEN ARCHITECURE MANAGEMENT

→ Funds and Securities management (Shares, bonds, trackers, ETF…)
→ An open management on a selection of 1000 funds, analysed by our teams
→ Delegated or advised management

4. A TAYLORED ALLOCATION

Accessible as little as 100 000 euros through 6 management orientation
√ Cautious                          √ Balanced
√ Dynamic                          √ Agressive
√ Bond management           √ Administrator

5. RENOWED PARTNERS

A selection of administrator with strong fiability:
CM-CIC Market Solutions (Paris), Banque Internationale du Luxembourg, Société Générale Security Services (Luxembourg)…

6. YOUR ONLINE ACCOUNT

A permanent access to informations, via our customer area in the website with a consultation of your accounts 24/7