OUR PRINCIPLES

Independence and objectivity

We are committed to exercising our professional activity with diligence, independence and objectivity. We are independent in that our remuneration structure is free from any element that could compromise our objectivity of judgment.

 

Eligibility

Before providing investment advice or making investments for you, we consider your financial experience, your risk profile, your return objectives as well as any personal constraints. We help you achieve your financial goals by protecting your assets from unnecessary risks. An investment is deemed suitable for you when, in the context of your overall portfolio, it respects your financial situation and is consistent with your personal objectives and constraints. We periodically review and update this information.

 

Diligence and reasonable foundation

We use diligence, independence and precision in the analysis of investments as well as in consultancy and investment activities. Having a reasonable and adequate foundation, supported by appropriate research and investigations, is an essential condition for any analysis, recommendation or execution of investments.

 

Efficiency

We offer you a competitive remuneration scheme aligned with your goals. We use efficient investment vehicles as well as individual securities in our mandates. We ensure an impeccable execution of the investment instructions.