Our goal is to develop with you a relationship of trust, based on a comprehensive analysis of your assets and the accurate demarcation of your expectations. Together we will establish the best strategy that will not only take into account your needs, but also protect your interests. The aim is to increase the performance of your capital while preserving it. Depending on the level of involvement you want in the selection of your investments, we offer two formulas:
Advisory portfolio management
You wish to manage your assets and remain involved in the decision-making process. We inform and advise you on the financial markets and create proposals for you to seize opportunities.
Discretionary portfolio management
You wish to delegate the management of your assets. We will take care of your capital – while keeping its preservation and increase as our main objective- whatever the time horizon and economic environment you set.