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« Do not seek praise, seek advice. »
Nicolas Boileau

 

OUR COMPETENCES

FINANCIAL INVESTMENT CONSULTANCY

  • Guidance in choosing the most relevant financial investments for companies and private assets.
  • Financial assets allocation and supervision of investments made in management companies and private banks.
  • Support of financial strategies adopted by companies and family groups.
  • Ensuring smooth communication between parents and children in order to guarantee and optimise the transfer and protection of family assets (family governance).

HOW WE ARE DIFFERENT

EXPERTISE AND EXPERIENCE

  • Client confidence, satisfaction and loyalty
  • Recognition by financial markets
  • Respect from the entire profession (Publication in 2015 of « 20 ans de Marchés Financiers » [« 20 years of Financial Markets »] by Grégori Coudert)

PROXIMITY AND SIMPLICITY

  • Clear and easy to understand advice
  • Realistic responsiveness
  • A genuine, spontaneous and uncontrived relationship