- Discretionary management
- Following up on your investor profile
- Following up on your asset allocation
- Assessing internal and external solutions
- Volatility management
- Risk management
Solutions designed to meet your needs
We aim to make it easier for our clients to manage their finances and help them make decisions so they can focus on what matters most to them.
Simplifying your life
See all our areas of wealth management expertise
Supported by an internal network and experienced external partners, we can support you in the seven areas of financial planning. We review each of these areas periodically to make sure you can achieve your objectives.
Certain services are offered by third party specialists. *1, 2, 3
The pillars of our portfolio management practice
Objective advice: Our team focuses on selecting the best financial products when building portfolios. We don’t have in-house products to sell.
Consolidate without putting all your eggs in the same basket: Asset consolidation makes it easier to diversify and monitor investment plans while reducing fees.
We favour active management combining passive and active solutions: When research shows that managers are not adding long-term value in a given market, we opt for index exchange-traded funds. When we see that they do make a difference, however, we use external fund managers instead of selecting individual stocks or investments.
A defensive approach: We avoid permanent losses and substantial drops.
A reliable approach: We strive to generate performance that is comparable to the market while taking the least possible risk to do so.
Choose discretionary management: This allows us to better execute and improve diversification while eliminating the emotional aspect of decision-making.
Personalized portfolios: We personalize your portfolio based on the importance you assign to tax efficiency, saving on fees, security and portfolio performance.
We’re here to simplify your life
We’ll draw up a clear, simple financial plan, where each decision is intended to achieve a specific goal. We aim to optimize your overall financial situation. In addition to managing your portfolio, we’ll consider all the areas of financial planning.
We’ll help you put things in perspective: Thanks to our proven institutional portfolio management approach, supported by research and empirical analyses, we can avoid being led astray by conflicting information.
We’ll help you access the resources you need to achieve your financial objectives, thanks to:
- Our team of professionals
- Our well-established firm
- Our reliable banking network
- Our insurance firm
- Our multidisciplinary network of external professionals (notary, tax expert, accountant)
