Working together for an international made-to-measure strategy
To manage your assets, we need to finely tune all the settings involved. If just one aspect is ill-judged, the whole structure can be undermined. This is why we have adopted a thorough, clear and transparent approach to provide you with accurate, informed and personalised advice.
Firstly, we conduct an in-depth analysis of your circumstances to allow us to understand your aims, your plans and your ambitions. Only then do we work with you to identify the optimum legal and fiscal conditions for implementing your investment strategy. Finally, we select the channels that best suit your profile.
Your private banker is your personal adviser.
He is the keystone of the relationship of trust that we forge with you and helps you define your wealth strategy and manage your daily transactions. Naturally, he provides a service that is designed to last.