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Customised
management of your family assets
A family company serving family
wealth, our ambition is to help you to protect, optimise and anticipate the
transmission of the various component parts of your assets. To do this, we rely on an approach
personalised to your needs and a close, lasting relationship.
Getting to know you, the better to advise you
Stemming
directly from our experience of wealth management, our attitude is primarily
conspicuous for its overall and personalised approach to your asset related, personal,
professional and family situation. Your background, the structure of your
assets, the way your family works, your lifestyle, your plans, your
investment horizon and even your tolerance to risk, are key factors which
enable us to provide you with solutions best tailored to your concerns… And
to change them over time, in line with any unanticipated unknowns which may
occur in your life or in the financial markets.
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A relationship based on trust
On a day to day basis, you constantly have at your side a private
banker who knows you and is always committed. Close to you, available and
discrete, he is your special contact, your adviser, in all circumstances
and whatever your family needs may be. A teacher, he will explain how
products work so as to help you select the investments best suited to
serving your long term asset strategy. A key factor of the relationship
between you and us, a guarantor of its durability, your private banker
shares the philosophy, ethics and values of integrity, independence and
perseverance which build our reputation.
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An outward looking bank
In terms of personalised advice and asset management, we operate
within the framework of so-called open architecture, which means we sub-contract
any expertise we do no have in-house to the best specialists. This attitude illustrates our desire to
constantly provide you with the most appropriate solutions for your
preoccupations, constantly striving for innovation, independent and
creativity. Similarly, this open architecture principle applies to the
selection of the investment solutions we recommend to you. Depending on our knowledge of your
situation, we may recommend products marketed by other companies if we
believe they fit your aims and objectives better than those in our own
range.
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A whole team dedicated to your assets
The conductor of your family assets, your private banker acts in
constant synergy with our in-house experts but also, if necessary, with
outside consultants recognised for their specific knowledge. The multi-disciplinary teams that we set
up on a case by case basis provide you with access to the best financial, legal
and fiscal expertise… And to take advantage of all our know-how which, in
addition to asset related matters in the strict sense of the word, also
covers a wide range of non-financial services: art, medical consultancy, etc.
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Diversification and risk control
The global approach to all assets which characterises our work can
be justified by our desire to control overall risk. Traditionally prudent, our vision of
wealth management primarily consists of making your assets secure by not
exposing them to levels of risk that could compromise their perpetuity. Within our company, we have a team of
risk managers who, in conjunction with our asset engineers, are in a
position to create diversified portfolios tailored to your priorities. Each of these portfolios takes into
account your investment horizon and the level of risk you are willing to
accept.
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