• A global strategic advice based on a two-step approach

  • Our expertise has been acquired through past experience, which gives us the possibility of offering our clients innovative and tailor-made solutions in terms of wealth structuring and financial management of their assets.

    Our client's wealth preservation is our primary goal: our financial team and wealth management team work closely along with an extensive network of experts to build a unique asset strategy.

    As a family controlled group, our mission is to provide our clients with consolidated global advice aiming to develop, preserve and transfer their assets to future generations.

  • Our clients

    A trusted advisor attending the family and its future generations

    The trusted advisor is supported by a coordinated team composed of a portfolio manager, a wealth planner, a private banker and the family office.

    We advise entrepreneurs and families of traditional fortunes, by delivering global advice in the organisation and management of all of their private and professional wealth.

    As a natural partner of the family shareholders, we work closely with our investment and merchant banking teams in advising privately held companies during their financial and transmission operations and we therefore have proven experience with entrepreneurs.

    Being heirs to a tradition of philanthropy, we have also developed a service for foundations and associations based on asset preservation.


  • Our services

    The expertise of our well-known structuring management team includes experts in tax and civil law, who guide our clients in structuring their private and professional assets in coordination with their external advisors.

    Our private bankers along with our portfolio managers build a tailor-made strategic allocation of financial assets, based on an asset-liability approach to ensure the preservation and development of the wealth of our clients for generations.