Private wealth

Private wealth 2017-06-19T15:49:56+00:00

Confidentiality

We consider that your financial affairs, projects, plans and questions are serious and private. We pledge to jealously protect your personal information. Data encryption, continuous backups and protection of personal and confidential documents are at the heart of our business process.

Proximity

We believe that the human factor is the most important factor in the success or failure of a financial plan. Thus, our definition of private management is based on the principle of responding personally to your requests, messages and emails… and to have regular face-to-face meetings. You will always be aware that we strive to listen to and understand your concerns and requirements. In exchange of the privilege of becoming your “private banker”, we offer you the certainty that your interests always come first.

Communication

In addition to conventional communication means such as the mail and the telephone, we also use social media, our professional blog and an active presence in mass media. You will be hearing about us regularly and you can be assured that we will always take the first steps to ensure that you do not miss out on any important information.