Investment
Each investment is unique
and so is every investor
the essentials
A tailored and human approach
Our approach to wealth management is based on a deep understanding of the complex issues that concern you. We know that preserving and passing on your assets is not just a financial issue, but a family, intergenerational and often personal one. That’s why we develop tailor-made solutions for you, taking into account your life plans, your values and your future aspirations.
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A global approach to investment
Our investment approach covers all your asset management needs, from discretionary management to advisory management. We combine expertise and personalisation to offer you unique support and regular monitoring of your investments.
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Traditional investment solutions at the heart of your portfolio
Regardless of how you choose to manage your assets, we offer you a wide selection of traditional investments covering all asset classes (equities, bonds and diversified), through open-ended funds (internal and external), live securities or dedicated funds. These allow you to build a solid foundation for your portfolios in line with your objectives and risk profile.
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Alternative solutions for greater diversification
We enrich your portfolios with privileged access to alternative solutions such as private equity and structured products.
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Sustainable investment solutions to combine performance and responsibility
We offer you sustainable solutions covering all asset classes, however you manage your investments. Transparency and education are at the heart of our commitment: you benefit from clear information on the social and environmental impacts of your investments, with the support of our specialist ESG and sustainable investment teams.
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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.
Our depository and envelope solutions
Access analysis from a recognised research firm
In addition to your private management, our equity and bond analysis office, recognised as one of the best in Europe, is a valuable asset in refining your investment choices. Our specialized analysts provide in-depth insights and analysis on markets, industries and companies. In an ever-changing financial environment, this direct access reinforces the quality of investment decisions.
Our expertises
