Asset management

We actively manage your assets through our dedicated asset management team. Following your risk profile, we develop the best investment strategy following these principles:


Portfolio construction, weighting, and diversification (asset class, currencies, risk profile).

Strategic allocation

Identification of the investment universe. Selection of appropriate investment vehicles.

Tactical allocations

Sector positioning adapted to the economic environment.

Choice of securities

Bond selection is based on quality and liquidity.

Selection of equities and funds on specific themes.


A permanent control of positions and allocation.

Management report

Personalized statement and management report (weekly, monthly, or quarterly).

Possibility to consolidate assets from several custodians.