Our value proposition:
We develop investment solutions tailored to each investor’s profile, needs, characteristics, risk appetite and investment horizon.
Our managers support clients in defining and meeting their investment objectives.
Our services are designed to assist investors who are seeking dedicated solutions.
We support them in designing an investment strategy based on their various constraints (wealth-management, taxes, etc.).
We also offer profiled management mandates providing long-term market exposure based on various client risk profiles.
Our mandate managers provide support throughout the investment period by undertaking a regular review of portfolios and providing exhaustive reporting to the client.
For the purposes of transparency, quarterly dedicated reports are provided for each mandate.
Investment mandates are accessible from €2m.
The offering of dedicated funds is tailored to each investor (or group of investors), offering flexibility, while being adjusted in terms of investment strategy geography (France, Europe, US, Asia, etc.) and risks (lose of capital, liquidity and valuation).
Our managers also support investors in structuring the vehicle on the basis of tax constraints. The dedicated fund is accessible from €20m.