We offer personalized advice to meet our customers’ needs.

This service may either focus exclusively on sustainability or integrate financial and sustainability criteria to help customers achieve their return, risk and sustainability objectives. We provide advice on all asset classes: equities, fixed income, investment funds, ETFs, illiquid assets, etc. Using our independence-based approach, we find the most efficient vehicle for meeting customers’ needs, without any retrocession or third-party fees. This removes all potential conflicts of interest.

With regard to sustainability, we cover all aspects of sustainable investing: exclusions, themed funds, integration of environmental, social and governance (ESG) factors, best-in-class, best effort, integration of financial and sustainability criteria, contribution to the sustainable development goals (SDGs), shareholder commitment, and impact investing in illiquid assets (venture capital, private debt, infrastructures and real estate).