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.