How we work

• We act independently, transparently and always in the interest of our customers
• We look after our clients on a long-term basis, in partnership and personally in all financial matters and family office services
• Our clients are wealthy individuals and entrepreneurs as well as their companies and families
• Our clients benefit from our many years of experience, our broad know-how, our open architecture and our international network of contacts
• We pay particular attention to avoiding conflicts of interest
• We pass on retrocessions or inventory maintenance payments to our clients
• We prefer clear and simple solutions
• We act exclusively on behalf of and for the account of our clients
• The client’s assets are booked and managed by a custodian bank, based on a limited asset management power of attorney