Independence![]() |
We believe that we must remain independent from any Bank or Financial Institution in order to be completely uninhibited to better serve our clients’ interests. This is the condition in order to provide stability and flexibility in the rapidly changing sector of wealth management. |
Transparency![]() |
Our clients receive the reporting generated by their custodian Bank, and by ourselves, with full details as to the transactions and performance. We outsource all activities that are not directly linked to our core business: wealth management. |
Perennity![]() |
Clients who have entrusted us with the management of their wealth have been our partners for many years. We have a low client to manager ratio and will spare no effort to maintain a close relationship with our clients from one generation to the other. |
Common interests![]() |
We consider our clients as partners, and as such, believe that we must be implicated in the performance of their assets. This is why there is a performance fee in our remuneration model. |