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