OUR ADDED VALUE
We are our Families’ “trusted partners” whose sole aim is to enable them to obtain consistent gains:
- Financial gains (net of our costs): cost savings, monitoring of potential losses, improvement in risk-adjusted returns.
- Time: families can delegate day-to-day wealth management tasks and focus solely on making decisions.
- Peace of mind: not only do the families increase their control, but the decision-making and information processes becomes more objective and professional while confidentiality is increased.
- Our family investor identity
- Our critical mass and ability to pool interests, costs and experience
- Our international network of asset managers, advisors and families, patiently built up over time
- Our team of highly experienced professionals serving some of the main European Families
- Our resources and information systems
- AMF accreditation (French financial markets regulator),
Financial Investment Advisor E003067
- ACPR accreditation (French banking and insurance supervisor),
Intermédiaire en Assurances ORIAS 10057135
- Member of the National Association of Financial Advisors,
ANACOFI and ANACOFI CIF