Value proposition

Investment strategy for private and institutional clients for 25 years

We are an investment company – We develop strategies that participate in the current major secular transformations in order to achieve superior performance for our clients.

We are aware of our responsibility, which is based on two imperatives: on the one hand, as a trusted partner committed to preserving and developing our clients’ assets over the long-term. On the other hand, as a responsible investor, committed to examining the various impacts of our investment activities.

Since 1996, our expertise lies primarily in wealth management. We accompany our clients by providing a suitable investment strategy to meet their asset management requirements as well as providing a superior quality service.

We are specialised in asset management for institutional investors and financial intermediaries. Our investment philosophy is to offer investment opportunities aimed at long-term value creation, within a culture of performance with regards to strict risk management parameters.

We have always been aware of our responsibilities as an investor, which is why we have always been committed to sustainable finance, encouraging us to initiate innovative perspectives – no matter how simple or radical they may be.

In 2008, we signed the Principles Responsible Investment (PRI) proposed by the United Nations. In 2019, our commitment is publicly recognised through our nomination, together with the Cadmos Peace Investment Fund, at the first PRI Awards in the category “Active Ownership Project of the Year”.