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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 bond portfolios. We measure the

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 appetite, knowledge of the various

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 will define together. The investment