EXPERTISES & SOLUTIONS

We offer a full range of tailored solutions through open architecture investment strategies

Capitalization Branch 6 & 26

Cash management for companies, non-profit organisations and foundations

The capitalization branch 6 offers protection and accounting, tax and legal optimization within the framework of your cash management objectives and in a longer term horizon for the fructification of assets in liquidation reserve

Branch 23

Private individuals & families

We offer a global analysis of your asset objectives. The secure framework of life insurance offers unique legal, fiscal and financial optimisation. The open architecture finalises the tailoring of your insurance policy in branch 23

From development to ongoing monitoring

ANALYZE YOUR ASSET AND FINANCIAL GOALS

BUILD A GLOBAL STRATEGY


MONITOR LEGAL, FISCAL AND FINANCIAL DEVELOPMENTS


SELECT BEST QUALITY MANAGERS


DESIGN AND STRUCTURE YOUR CUSTOMISED SOLUTION