ANALYSIS OF YOUR SECURITIES PORTFOLIO -CONSULTING IN DISCRETIONARY MANAGEMENT
The experience gained by more than 40 years of practice in banking, as well as the skills acquired from more than 25 years of discretionary management for high net worth private clients entitle us to provide a range of services.
Our strength is to offer a professional and external analysis, we also provide you with independent advice of all fasteners or remuneration of the banking sector.
In a complex financial world and often opaque, clients often request that we accompany and assist in analyzing their assets in a comprehensive way.
THE CUSTOMER NEED A BANK AS MUCH AS A BANK NEEDS CLIENTS...
But not at a foolish price !
Entrusting the management of your portfolio to a professional is an important decision; however, it must first be the subjected to a detailed analysis.
We will seek with you to find the best solution which corresponds to your needs, expectations and personal investment situation.
We will analyze your current assets and will suggest best options to match your investment style.
We select for you the best suited products match to your goals.
Our support may be occasional or on a regular basis, in order to help you choose, clarify and make decisions -- it will be your choice.
The financial world is permanently changing, the mass of information to manage is becoming increasingly important and complex. All this requires regular adjustments.
The just of yesterday may be false tomorrow !
In order to preserve its achievements or to protect themselves from potential losses, the investor should regularly analyze the situation and adapt its strategy to its new aspirations.
We are here to help you to set or revise your investor profile, choose your goals and take the appropriate decisions.
Price is what you pay, Value is what you get