Complaints handling

Whether full ownership, bare ownership or usufruct, we offer advantageous solutions for our clients.

We can construct partially or fully impact (or ESG) portfolios depending on the meaning these terms take in our clients' minds. Our experience in the field allows us to have an independent, best-in-class and tailored perspective on how to operate and construct such portfolios effectively.

ETFs (Exchange Traded Funds) offer a simple and easy way to access financial markets. They consist of predefined baskets of bonds, stocks or commodities, often at accessible prices for simple exposure to certain regions, industries and asset classes.

We have selected high-quality listed asset funds across the main asset classes and/or risk profiles, potentially meeting specific characteristics (ESG, predominant or excluded sectors, etc.) according to the client's profile or preference.

We also offer investments in alternative strategies (such as hedge funds) for sophisticated investors seeking to diversify and further decorrelate their portfolio from the markets.

Investing in unlisted infrastructure has several advantages: stability and predictability of income through long-term contracts and stable and predictable cash flows; economic resilience because these assets are generally less sensitive to economic cycles; long-term growth potential with increasing demand for infrastructure modernization and expansion globally; diversification; protection against inflation when the income generated is often indexed to it. We allow access to this type of fund when interest arises.

Co-investment allows investors to participate directly in an investment opportunity alongside a private equity fund, usually at a reduced fee. We offer access to unique opportunities with great potential thanks to our privileged partnerships.

Investing in the secondary market in private equity has several advantages.

Reduced risk of capital deployment: Investors can purchase shares of already established funds, thereby reducing the risk of drawing uninvested funds and the long period of capital deployment.

Increased Performance Visibility: Secondary investments provide greater visibility into past performance and underlying asset portfolios, enabling more informed decisions.

Small and mid caps have several advantages: high growth potential; flexibility and agility. Indeed, small and mid caps can adapt more quickly to market changes and opportunities. They are also sometimes subject to less competition allowing for more reasonable valuations. We provide access to this type of investment.

Private debt refers to loans or bonds issued by companies not listed on the stock exchange, often financed by institutional investors or specialized funds. It offers businesses a flexible financing alternative compared to traditional banking channels. We facilitate this type of investment for our qualified clients.