Our latest news

5 Tips for managing your personal assets

Obtaining additional income for retirement, protecting your spouse and children, investing in real estate or the financial markets, facilitating transmission or inheritance... All this is possible thanks to effective personal wealth management. Whether it's €1,000 or...

Choosing the right Wealth Management Advisor?

Your personal and financial situation is unique! That's why it's important to entrust its management to someone you can trust, who is competent, open-minded and attentive to your needs. With so many options available when it comes to choosing a wealth management...

What is a CSR diagnosis?

Corporate Social Responsibility (CSR) is a major challenge for our company and, more generally, for all companies. But it also raises many questions: what are the benefits? How do you go about implementing a CSR approach? What are the different approaches? This is...

Why carry out an asset assessment?

Good wealth management often starts with a wealth assessment, which allows you to take stock and objectively define your personal needs and objectives in the short, medium and long term. This wealth assessment will then guide your wealth strategy. Balance sheet:...

Subscribe to the newsletter

You want to stay informed of our latest news, subscribe to our newsletter (6 newsletters per year)