Wealth Management

INDEPENDENT PRIVATE WEALTH MANAGEMENT

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OPEN ARCHITECTURE

We have a direct relationship with the largest financial institutions,
this allows us to get access to :

Funds

Our independence allows our clients to have access to the best products regardless of the managers, designers or promoters.

Execution Price

Suppliers are put in competition to extract the best value.

Informations

We benefit from direct contact with analysts on all asset classes.

Indicators

Our independence allows our clients to have access to the best products regardless of the managers, designers or promoters.

Our Mandates

Investors who wish to delegate investment decisions entrust us with a discretionary management mandate. We then define and structure the portfolio as well as its implementation and management. We continuously monitor risks and regularly discuss investment performance, allocation and actions with our clients.

Discretionnary
mandate

Our advisory mandate is best adapted to investors who wish to retain full control over their investments. We provide our clients investment recommendations based on their assets and risk profile. The clients then make the final decision on whether to act on these recommendations and we execute the transactions.

Advisory
Mandate

Family Office

Our Family Office service provides our clients with a reporting and consolidation system for both financial and non-financial assets. We are constantly investing in sophisticated IT tools to provide our clients with quality reporting.

 

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