Individual management

Thanks to our specialists, we ensure the individual management of the assets of our principals.
Thanks to a meticulous risk analysis and an optimal return/risk mix, we ensure the growth of our various investments by creating dedicated funds monitored by a rigorous team.

This service category includes :

Mode 1: Advisory Management

The portfolio holder continues to steer his portfolio himself, seeking the advice of our specialists if necessary;

Mode 2: Driven management

You entrust to us by the management of all or part of a portfolio, according to an orientation determined previously (defensive, offensive, etc). We make decisions to buy or sell based on objectives set by an investor.

Mode 3: The management under mandate

We take care of the complete management of the portfolio (for a fee) while respecting the return/risk ratio set by the client.