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

Vous nous confiez ici la gestion de tout ou partie d’un portefeuille, selon une orientation déterminée préalablement (défensive, offensive, etc.). Nous prendrons des décisions d’achat ou de vente en fonction des objectifs fixés par un investisseur.

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.