Investment process

Client focused

Your objectives are closely matched to a flexible investment process adapted to market phases, so that your returns are always on target.

Clearly defined investment strategy

The investment strategy is set by our Investment Committee based on in-depth analysis of the outlook for the global economy and financial markets. It is monitored on an ongoing basis to ensure that our choices are coherent and in keeping with current market conditions.

Impact on your portfolio

Applied to each client’s own objectives, our strategy makes it possible to devise personalised asset allocation and to determine ranges of fluctuation. Our team draws up a composite, transparent performance report on your investment results, enabling you to track your portfolio in detail.

Responsible investing

Our investment process is designed to prioritise companies which have a positive impact on responsible social development. We also offer discretionary mandates in socially responsible investing, which take environmental, social and governance (ESG) criteria into account when screening companies for inclusion in portfolios.