Our Independance

No conflict of interest, true open architecture platform, unbiased patrimonial advice...

Our Transparency

Costs, One Fee, Consolidation and Management of Accounts...

Our Performance

Team of seasoned analysts and managers, Philosophy of absolute return, Open architecture...

A global analysis for a better advice

"The patrimony of our clients is consolidated under the same view thanks to our expertise and dedicated IT system"

graphe4 EN

Our expertise combined with a dedicated IT system:

  • enables investment tariff and bank's cost structures comparison and control ;
  • allows global and efficient diversification of counterparties, assets and related risks ;
  • improves risk management ;
  • allows to include "non financial" assets (real estate, pieces of art, jewels, ...) ;
  • facilitates global management and analysis of patrimony.