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
November 2022 – Markets & Convictions
Always and again the central banks, with the FED in the lead which has just raised its key rate to 4%. As a reminder,…
October 2022 – Markets & Convictions
In the background, let's not forget the primary mission of the FED which is clearly to curb this high inflation…
Août 2022, Situation & Convictions
Points Macro, Marchés – Le dossier de l’inflation reste essentiel, tous les marchés sont concentrés sur les différentes…
Investment passion – Operational excellence – Bespoke solutions