Private Clients

Advice and support in the fields of finance, organisation and administration for private individuals.

Finance

We support you in the structure and organisation of your finances in order to advise you and facilitate your decision-making. Our advisory process brings together all the elements needed to define a tailor-made investment solution for you. Throughout our relationship, we monitor your securities portfolio. We offer you adjustments considering possible changes in your personal situation, your objectives and market developments.

Individual investment advice
Mandate-based investment advice
Reception and transmission of orders

Organisation

We support you with global investment advice: Pensions, mortgages, securities and real estate, either relating to a portfolio of securities, or to a specific transaction. As part of these services, we may recommend one or more financial instruments to you. The final investment decision is yours.

Regular interactions determined by your needs
Reporting according to your need and wishes
Presenting and discussing investment opportunities

Administration

We support you in managing time-consuming administrative tasks.
We can, either analyse these tasks with you in order to find a solution to free up your time, or take over part of your administrative management according to specifications we can define together.