OUR PHILOSOPHY
A relationship of trust
Due to the very nature of the service we provide, the relationship we establish with our clients is bound to continue over many years.
Based on confidentiality and regular contacts, such a relationship of trust is critical when it comes to long-term projects and investments. This proximity is a real winning asset compared to major banking institutions.
Tailored asset management
A structure on a human scale and close ties with our clients enable us to provide customised management for each portfolio.
Once we have defined the main lines of the investment strategy in committee, the decisions are implemented in a personalised manner, according to the risk profile and specific traits of each client.
Our independence moreover stands guarantee for unencumbered investment decisions.
Tailored solutions
The development of our societies entails an enhanced diversity of tax and inheritance issues faced by our clients (children residing abroad, change of tax residence, divorces, etc.).
As each situation is quite often unique, it requires a precise assessment and bespoke solutions. Our expertise and network of first-rate partners enable us to take action on most financial issues such as asset structuring, asset management, search for funding, etc.
Capital preservation and long-term vision
Clients who have put their trust in us for many years are in search of a reasonable growth for their capital whilst avoiding extreme volatility.
In addition to a few tactical adjustments, we believe that allocation must reflect a long-term strategy.
Whereas important decisions can be taken to adapt and protect portfolios against major risks, conviction management and a selection of well-performing funds are the best ways to generate performance in the long run and to get calmly through the volatility phases that punctuate the short-term markets.
The stock market is a device for transferring money from the impatient to the patient.
Warren Buffett