Designing an estate management project that reflects who you are

Because you are unique

---

Your estate objectives deserve to be studied carefully Asset management is intended for private individuals, families, or companies who would like to benefit from expertise provided by our professionals who are known for:

• Protecting and developing your estate in the short, medium and long term
• Organizing your estate on the basis of your present and future needs
• Planning provision for future generations under the best legal, fiscal and financial conditions

Your investor profile makes you unique:
it is based on several factors that are specific to you

The difference between bankers and asset managers is that the focus is not on the product, but on the investor. After defining your objectives, our experts study:

• Your needs in terms of liquidity, income and capital growth
• Your investment horizon
• Your risk tolerance
• Your tax situation