Discretionary management

UNDERSTANDING MANAGEMENT UNDER MANDATE

By choosing Discretionary Management or Customized Management, our clients entrust us with the management of their portfolios. Given the increasing complexity of financial markets, the time required to gather and analyze macroeconomic information, and the need for risk control, you benefit from the expertise and responsiveness of our teams, who adopt a rigorous investment process to ensure the preservation of your capital and the optimization of the risk/return ratio.

OUR MANAGEMENT PROCESS

An experienced and available private manager is assigned to you and works with you to define a customized allocation of your assets by selecting the investment vehicles that best meet your expectations and needs, your investment objectives, your investment horizon, and your risk profile.