Our experience and our competencies are dedicated to the management of your assets.
We offer a tailor-made wealth management, adapted to your financial goals and profile.
INVESTMENT MUST BE RATIONAL; IF YOU CAN’T UNDERSTAND IT,
DON’T DO IT!
Your performance goals and your risk tolerance are the core of your personalized allocation strategy.
Market data are integrated in our models thanks to our quantitative and qualitative insights, in order to build a strategy fitting your investment horizon.
Goals and risk profile of the client
Qualitative Analysis
Qualitative Analysis
Goals and risk profile of the client
Investment universe
Quantitative Analysis
Portfolio construction
Portfolio construction
Quantitative Analysis
Our expertise covers every asset classes. We work in open architecture and choose the best-in class instruments (ETFs, funds, direct stocks or bonds) in order to optimize your risk-reward targets and to diversify your portfolio.
We carefully select securities by analyzing several fundamental and technical criteria.
We monitor all existing investments using a critical and meticulous approach.
Our decisions are taken independently, for the sole benefit of the client.
The two partners own 100% of the company which avoid any conflict of interest with financial institutions and banks.
