Asset management

As a growth financial company, we align our strategy with your short- or long-term vision in your investment choices.

Wealth management and asset portfolio advisory

As a private financial institution, we are committed to living our traditional values every day: independence, vision, realism of opportunities, performance.
With us, your assets are in good hands.

Entrust the management of your assets to our specialists. We analyze your objectives together.
We are creating a strategy together that is tailored to your needs.

You develop your risk profile and investment strategy with your dedicated account manager.

You delegate the selection and management of investments to us.

You receive a report at your chosen frequency, benefiting from always transparent discussions with your account manager.

Discretionary management

The investment mandates you entrust to us are executed according to your needs by our team of specialists. Beyond traditional asset management, you can opt for investment funds based on our expert analyses in different asset classes and regions. Whatever your goals, we act quickly while taking your interests into account.

As unique as your investment strategy
Expertise at your service

You benefit from our leverage, our extensive expertise, and our open vision of the current world; we cover all asset classes and all geographies. We invest in global markets and major benchmark currencies.

Flexibility meets sustainability

"Flex" mandates are also suitable for clients who seek very regular interaction with our managers.

As part of our sustainable investments, we are proud to offer a range of funds that invest according to strict ESG principles.