Together, we shape your clients’ wealth
You are a lawyer, a tax advisor, an accountant, a trust company or a family office.
As your clients’ trusted adviser, you know how important it is to manage their assets with an overall view of their situation and a long-term perspective.
You also know how essential it is to find them an independent partner whose interests are closely aligned with those of your clients. A partner on a human dimension, where the quality of the personal relationship enables a real understanding of their needs and truly personalised solutions.
TODAY AND TOMORROW
For 60 years, we have been at your side to find the best way to structure, protect and develop your clients’ assets.
And thanks to our size, which gives us the necessary resources to invest in technology and talent, and our solid governance, which allows for a smooth handover between generations of partners, we will continue to do so for the next 60 years.
HOW IT WORKS – AN EXAMPLE
Problem: After selling their business, your clients need a reliable partner to invest their capital. They want a credible investment strategy that goes beyond passive and run-of-the-mill products and that will protect them in market downturns.
Solution: You have a long-established connection with us and you are familiar with the way we work. You have known your relationship manager for over a decade and you trust his advice. You regularly receive our insights and are invited to our thought leadership conferences, so you also know how we invest and how disciplined our processes are. You introduce us to your client and we have an in-depth discussion about their objectives and their personal situation. We prepare a clear proposal outlining an appropriate investment strategy, with an asymmetric risk/return profile. Your client is satisfied and thanks you for the introduction.
Thank to our expertise and human touch, we helped your clients build the future of their wealth.