Our role, as financial advisors, consists in analysing our clients’ situation, reviewing all their personal, patrimonial and fiscal needs in order to offer bespoke solutions, fitting with their asset management requests – which may vary from capital preservation, additional income to boosting savings, by an opportunistic method, taking advantage of short term movements observed on financial markets.
Our long-standing relationships with well established banks and large international investment funds enable us to identify economical trends and collect relevant information that help us make investment decisions.
The solutions we offer are constantly aligned with our clients’ specific goals. Being an independent firm, we guarantee total transparency regarding custodians and funds selection, commissions and fees; our asset management team accompanies our clients with a very clear and comprehensive approach, based on integrity and entrepreunerial spirit.
Bernard Gagelin, Chief Executive Officer