Dedicated team
An ecosystem
at your service
the essentials
Offering you a service that meets your requirements
Wealth management requires specialized expertise and constant monitoring. Experienced, knowledgeable and attentive, your team of private bankers, composed of a senior banker, a junior banker and an assistant, take all the time necessary to understand your needs and ambitions in detail. This dedicated team is surrounded by wealth engineers, product specialists and managers. Together, they are your point of contact.
Our approach
A four-step support process
01. Structure
We analyze your situation and draw up a personalized wealth management strategy
02. Invest
We give you access to all asset classes and management strategies
03. Administrate
We can help you with all your financing and insurance needs and provide you with regular legal, tax and financial information
04. Adapt
We work with you to monitor the development of your assets and adapt your strategy at every stage of your life