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 2025 – Markets & Convictions
The first quarter of 2025 took much of the financial community by surprise, as many had significantly overweighted U.S.…
December 2024 – Markets & Convictions
The recent U.S. elections have bolstered appetite for U.S. equities, with notable outperformance by U.S. indices. The…
September 2024 – Markets & Convictions
We present here a different perspective on the impact of rising sovereign debt since 2008/09 and the response of our…
Investment passion – Operational excellence – Bespoke solutions