Financial field

We stay true to our claim that we do not rely on the mainstream financial academic culture that often underestimates the risks and overvalues ​​the so-called benefits of passive diversification (Brownian model of financial markets, Markowitz).

Instead, we prefer to rely on:

• Long term analysis of stock markets and bond cycles

• Estimation of the risks relating to maximum losses over relevant periods

• Advice based on tailor-made portfolios for each client, in accordance with the management of their emotions in the face of uncertainty, their financial and asset management situation, their investment knowledge and experience and their objectives and projects.

Asset management field

We support entrepreneurs with holdings (SMEs / mid-cap companies) in setting up their global asset management organisational structure (acquisition, ownership, total or partial transfer, transmission). We can also help clients reflect on executive compensation strategies.

We may also support you, more specifically, in organising matrimonial systems and on all matters relating to asset transfer. Finally, we can offer advice regarding the structuring of acquisition transactions, holdings, sales of real estate assets in France and abroad and can negotiate financing with banking intermediaries.

Entrepreneurial field

Pour les personnes morales :

For legal entities:

• Analysis of operating cycles

• Building customised cash management strategies