Understanding clients' needs and constraints is key.

  • First of all, we need to determine together:
    • - The client's individual profile (risk/reward) and requirements
    • - The client's objectives
    • - Possible constraints like liquidity or other specific requirements
    • - The client's experience with the proposed investment solutions.
  • These initial discussions will help determine the level of service needed by the client.
  • For a successful relationship, it is essential to have these discussions as frequently as required by the client in order to ensure that our expectations are aligned.
  • A dedicated account officer.
  • Full transparency.
  • Additional offers – mortgage financing, fiscal optimisation, credit cards.