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Added value

A tailor-made service, dedicated to each family:

  • Personalized study for each client, resulting from several interviews. Each financial asset allocation is custom-made.
  • All our recommendations are made in writing.
  • Our asset allocations and fund/asset manager selection are adapted as often as required by the environment, the evolution of the client’s situation or his objectives.
  • We are available for our customers whenever they need us. We can arrange telephone appointments from morning to evening, every day and even on weekends.
  • Each client’s reporting is customized to minimize the time spent understanding their dashboard data and the metrics most pertinent to them.
  • We act as co-ordinators with our clients’ tax and legal advisors to simplify their lives, reduce the time they spend on their financial assets and improve consistency overall.