Committed to financial and wealth excellence
Your industry expertise partner
-
Positioning of the patrimonial offering
Customized support for private bankers and wealth managers in the selection and implementation of offerings, as well as product governance monitoring.
-
Audit and structuring of the financial offering
Comprehensive expertise for institutional and private wealth management clients in the definition and optimization of investment universes, particularly in publicly traded securities, through the conduct of operational and financial due diligence. Ensuring alignment with risk profiles and adherence to ESG universes through in-depth analysis of allocations, returns, financial risks, and fund fees.
-
Distribution
Assistance in partner identification, product kit development, investment solution referencing, and field sales management.
About
Seeking sustainable value creation,,Constructing the foundations for long-term performance.Emerging from the world of savings and investment, we are well-versed in strategic decision-making, crisis management, and adapting to regulatory changes. In a demanding financial environment, being responsive and equipped to pursue financial excellence is crucial.As seasoned experts, we guide financial and savings industry stakeholders from defining their strategy and conducting audits, to designing wealth and financial offerings, all the way to distribution and investor/client monitoring.
