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Wealth management consists in optimising, in the medium term, the yield of our clients' assets.
We are specialists and in accordance with our code of ethics for any questions outside our scope of expertise and excellence we put our clients in contact with international solicitors, tax specialists and chartered accountants...our very carefully selected partners.
Our know-how resides in our capacity, in the medium term, to protect and increase the value of our clients' liquid assets (cash, shares, bonds).
The assets that we manage are deposited in our partner banks and according to the wishes and objectives of our client, in:
• A nominative account in our client's name
• A company account for which our client is the beneficial owner
Our traditional method of management brings:
• Transparency and security We never invest in collective investments, mutual funds, Hedge funds, structured products, derivative or leverage products
• Flexibility We only invest in listed assets, shares and bonds.
• Added value We carry out genuine niche work in the selection of the investments.
We only invest in shares and bonds of listed companies if we know the company extremely well and we meet the management several times a year in order for our investments to be truly pertinent.
From time to time we carry out trading operations on the advice of the best brokers.
The management strategy offers in the medium term either:
• Growth of the capital with an optimal [growth/security] ratio of the invested capital.
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