The advisory mandate is designed to meet the needs of clients who wish to take an active role in managing their account.
Following a personalised analysis and assessment of your financial situation, you will receive financial advice and bespoke investment planning.
We work hand-in-hand to enable you to directly manage your assets. We make recommendations and you decide.
Our Mission
We provide solutions. All our work is focused around the client's needs.
Protecting and growing
the financial assets
of our clients.
Throughout our relationship, we help you to clarify your needs and expectations, according to your constraints and risk aversion.
We can also support you in optimising your assets (fiscal and inheritance constraints, etc.) in collaboration with our partners (tax experts, notaries, lawyers and fiduciaries).
We can recommend one or several depositary banks on any of the world financial markets. We do our utmost to enable you to achieve the best price conditions. We carry out daily controls in respect of these agreements, as well as guaranteeing the proper execution of transactions.
Advisory Services
The asset advisory mandate is designed to meet the needs of clients who wish to actively participate in managing their account. Following a personalised analysis and assessment of your financial situation, we will provide you with the investment advice best suited to your financial universe requirements and/or restrictions which we ...
Delegated Management Mandate
Setting goals to meet the needs of our clients forms the basis of a lasting partnership. The discretionary mandate is carefully matched to each client’s profile, their financial objectives as well as their tolerance to Risk. We establish together an investment profile that takes into thorough consideration your situation, risk ...
Risk Analysis and Management
To minimize the threats that may jeopardize the stability of our investments, we have at our disposal recognized risk management tools. These include foreign exchange futures to reduce or suppress cross-currency risk, put options to protect equity portfolios and Treasury and Bund futures to offset interest rate risks associated with ...
Advisory Services
Delegated Management Mandate
Setting goals to meet the needs of our clients forms the basis of a lasting partnership.
The discretionary mandate is carefully matched to each client’s profile, their financial goals and their tolerance of a specific risk. After a thorough study of your profile, your investment objectives and risk tolerance, we implement tailored management strategies for your assets.
The discretionary mandate is carefully matched to each client’s profile, their financial goals and their tolerance of a specific risk. After a thorough study of your profile, your investment objectives and risk tolerance, we implement tailored management strategies for your assets.
Risk Analysis and Management
To lower the risks associated with our clients’ portfolios, we use a number of risk management tools. These include foreign exchange futures to reduce or eliminate exchange risk, put options to protect portfolios of shares and Treasury and Bund futures to reduce interest rate risk associated with bond portfolios.
We measure the performance of a portfolio both in absolute and relative terms. This allows our clients to assess the efficiency of their investment strategy and evaluate overall performance.
To this end, we create benchmarks for each individual risk profile, using recognised sector indices in order to replicate the investment universe for each asset class and asset sub-category. As a result, our clients are in total control of their portfolio.
We measure the performance of a portfolio both in absolute and relative terms. This allows our clients to assess the efficiency of their investment strategy and evaluate overall performance.
To this end, we create benchmarks for each individual risk profile, using recognised sector indices in order to replicate the investment universe for each asset class and asset sub-category. As a result, our clients are in total control of their portfolio.