What is prosperity
to you?
We understand there are different sides to this question. A sophisticated balance between work and life. Business and leisure. Growth and legacy. Wealth and family.
By being close to you, wherever you are in life, we aim to provide you with financial guidance that fits your needs.
By being close to you, wherever you are in life, we aim to provide you with financial guidance that fits your needs.
Since 1871, we’ve had the privilege of guiding families and businesses. Towards responsible prosperity. Towards something that lasts. With trust. With
knowledge.
For every decision in life
As an investment house, we offer you a comprehensive range of services to meet your needs. We maintain a multidisciplinary approach, providing you with tailored innovative solutions. For every stage of your life.
- discretionary portfolio management
Core Strategy
You delegate your portfolio management. You make full use of our teams’ investment strategy and expertise in ESG and sustainable investments through our patrimonial funds. - discretionary portfolio management
Multi-Funds
You entrust the management of your portfolio to our experts and benefit from broad diversification thanks to the active management of our selection of investment funds. - discretionary portfolio management
Personalized
You delegate your portfolio management. You have regular contact with a team of experts for your portfolio, which is tailored to you with investment funds and/or individual securities (shares, bonds, etc.). - advisory management
Advisory One
You have a solid understanding of the financial markets and are actively involved in managing your wealth. At the same time, you value a neutral, professional perspective to assess your own choices and ideas. You are also interested in in-depth expertise in asset selection to broaden your insights and decisions. - advisory management
Advisory Partner
You wish to be actively involved in managing your wealth. In addition, you are looking for guidance from an advisor with a neutral, professional perspective who can confirm or adjust your decisions, as well as specialized expertise in asset selection to broaden your insights and choices. - advisory management
Active Advisory
You are a professional client with a dynamic investor profile and are actively involved in managing your wealth. You seek tactical insights and technical support for the execution of your orders. While you always make the final decision yourself, you are nevertheless interested in regular and proactive advice to enrich and diversify your assets.