We offer premium dedicated investment and financial engineering services to helping families and entrepreneurs optimize their assets and meet their long-term objectives.
Our 360° approach to wealth management is driven by our tailor-made culture. We place the greatest importance on listening to our clients and on analyzing their situation, since we believe that these elements are key to deliver performance and fulfill their objectives. Our highly qualified and dedicated team has the expertise and network to provide state-of-the-art tailored investment services to each of our clients.
Our focus on investing for the long-term and our commitment to risk management help our clients to maintain and grow their portfolio. Our unique approach aims to generate long term absolute returns through an open architecture model coupled with an unparalleled access to alternative defensive and yielding investment strategy.
We monitor a portfolio of close to €1.5 Billion for families and entrepreneurs for whom we manage all or part of the assets through discretionary or advisory mandates.
Portfolio Management
We intend to create tailor-made portfolios generating absolute returns with a strong resilience to market fluctuations and capital preservation as a prerequisite.
Our multi-asset strategies ensures a strong diversification of the portfolio by combining different asset classes (public/private equity, debt…) in various sectors.
We operate with an open architecture model to provide our clients with access to best-in-class experts in each area of asset management.
As key player of real assets investments, we also offer an unparalleled access to defensive strategy to sustain the long-term performance of the portfolio and ensure a constant stream of cash flows.
We bring best-in-class structuring capabilities and active asset management techniques usually reserved to institutional investors to optimize value creation and risk management.
Financial Engineering
We support our clients in the structuration and organization of their assets whether to ensure their preservation over the long-term and/or to anticipate and organize their transmission.
We place the greatest importance to the in-depth understanding of our clients’ needs to provide tailor-made solutions taking into consideration their specific fiscal, legal and economic environment.
We combine a prime expertise in tax, legal and international structuration together with an ecosystem of recognized experts in their specific field of activity to successfully manage such multi-disciplinary complex projects.
We work closely with the usual partners of our clients (notary, lawyers, certified accountant…) to ensure an optimal coordination of these complementary professions, the establishment of information flows between them, as well as a continuous monitoring and a global reporting to our clients.
Dedicated Services
Beyond our portfolio management and financial engineering services, we bring together family governance, philanthropy services as well as strategic advice, to address different aspects of family wealth in a comprehensive way.
This exhaustive approach enables us to help our client’s wealth to survive successive generations and prevent conflicts by providing a coherent plan for sustaining family unity as well as prosperity.
We bring our proven and successful experience to define and implement customized family governance protocols to manage in an efficient way the various issues that may arise (conflict resolution, succession plan, entitlement of shares in the family business…).
We assist our clients with the realization of their philanthropic vision. From the achievement of individual projects to the promotion of shared values amongst the family, our highly skilled team advise our clients at every stage of their project.
€1.5 Billion
Combined portfolio
360°
Approach
10
Clients