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Private banking
Our main concern is to fully understand all of our clients’ specifics and objectives for their assets. As advisors, we have a duty to be real partners and propose a customized investment strategy adapted to each client’s individual needs.
The choice of that investment strategy will depend on several factors such as:
- investment objective
- risk tolerance
- investment time horizon
- retirement planning
- estate planning
- the many tax issues there are
- all legal aspects.
For clients who are particularly sensitive about the impact of their investments and the major current social and environmental issues, we propose a Sustainable finance discretionary power.
We are also concerned to offer our clients access to all of the major services providing optimal management of all of their assets from a financial, industrial and tax standpoint (Family Office services).