The 5 pillars of our services.

Global
coherence

Intellectual rigour
and a scientific mind

Support
for major trends

Giving
meaning

Behavioural
finance

We assist our clients with their financial and asset management decisions, based on careful analysis of today’s uncertain environment. To do this, we seek to understand and question our client’s potential cognitive and emotional biases.

Our advice is developed in the spirit of global coherence, with the goal of giving further meaning to investment, in particular in relation to the financing of the real economy (corporate debts, individual debts, crowdfunding, ESG criteria - Environmental , Social, Governance, sponsorship etc.)

The 5 pillars of our services.

Global coherence

Intellectual rigour and a scientific mind

Support for major trends

Giving meaning

Behavioural finance

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