Discretionary management
Entrust the management of your wealth
to our experts
the essentials
Tailor-made management driven by specialists
Discretionary management allows you to delegate the entire management of your financial assets to experts, according to your profile. Much more than a standardized profile management, our discretionary management is entirely customized. It takes into account your investor profile, objectives and convictions, and evolves with your wealth situation over time. Our managers remain available at all times to provide you with the insights and personalization you need.
Advantages
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Benefit from the expertise of a dedicated manager
Our experts make informed decisions for you and develop a tailor-made allocation, perfectly aligned with your financial ambitions, your investment horizon and your risk tolerance.
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Free up valuable time
Delegating the management of your wealth allows you to focus fully on your priorities, while ensuring that your financial interests are actively taken care of.
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Benefit from reactive and proactive management
In the face of market fluctuations, your manager adjusts your positions with agility, in order to seize the best opportunities.
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Access optimal diversification of your assets
A rigorous and varied selection of investments allows you to limit the risks inherent in each market.
Any investment in financial products involves risks, in particular the risk of partial or total loss of capital, which you accept and must be financially able to bear. In view of these risks, all potential Investors must have the knowledge and experience necessary to assess the characteristics and risks associated with each transaction.
The Team
Our expertises
Contact us
Would you like to discuss with our teams?
For more information or initial discussions, our teams are at your disposal.
