A committed partner for preserving and developing our clients’ assets over the long term.
Since 1975, the partners and their team have had a very active role in the financial markets and have overcome some of the world’s worst financial crises along the way.
From our earliest days, we have handled our activities in a professional and pragmatic way, so as to ensure both wealth preservation and growth along those cycles.
The continuous rejuvenation of our team enable us to combine our strong expertise in wealth management with new challenges and opportunities – always for the best interest of our clients.
Insights
March 2024 – Markets & Convictions
Since the rebound at the end of October 2023, the upward trend on the stock markets has continued. This trend began…
December / January 2024 – Markets & Convictions
In 2023, the stock market experienced a rapid and widespread rebound as interest rates began to sharply decline in…
October 2023 – Markets & Convictions
The stock indices show signs of fatigue with divergent performances. The recent acts of terrorism sadly remind us that…
Investment passion – Operational excellence – Bespoke solutions