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Portfolio management

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Allianz

Alstom

Anglo American

Aviva

Bank of Piraeus

Basilea

BNP Paribas

Carrefour

Commerzbank

Danone

Dassault Systemes

E.On

Eni

Fresenius MC

GDF SUEZ

Givaudan

Inditex

KBC Group

Lindt & Sprungli

Lonza

LVMH

Milano Assicurazioni

Neste Oil

Nestle

Nordea

Novartis

OTE

PSA Peugeot - Citroën

Reckitt Benckiser

Roche

Rolls Royce

SES

Sodexo

Sonova

Telefonica

Total

UBS

Vivendi

Vodafone

Wacker

Zurich Financial Services

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We regard each customer as an exception. We do not like standardisation. We do not want "centralised management".

Our customers contact us to benefit from tailored solutions designed to meet their own specific needs. Each of the portfolios set up by us is therefore different.

Our experts meet regularly with a partner at internal meetings which provide an opportunity to discuss the various aspects of portfolio management.

Above all, our experts are there to listen to your specific wishes and know what action is appropriate in the prevailing financial environment. The dynamic of the transparent partnership which are the foundation of our long term relationship based on trust we maintain with our customers is based on regular discussions/meetings which lie at the heart of our relationship based on long-term trust.

Four factors are always uppermost: