Supporting you with all your projects.
We can help you optimise your joint assets
Your projects with complete peace of mind
Your trusted heritage partner
Expanding my wealth
Simplifying your banking means knowing how to create "the" tailor-made solution that will help you make your project a reality.
- Portfolio management
- Taxes
- Property project
- Receiving an inheritance
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Portfolio management
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Taxes
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Property project
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Receiving an inheritance
Firmly rooted
Since 1856, we've been working hand in hand with our clients to help them fulfil their life ambitions.
Peace of mind through every stage of your life
Navigate confidently through the critical moments of your own journey, facing the challenges and seizing opportunities at every stage of your life.
- Life as a couple
- Career and pension
- Retirement
- Divorce
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Life as a couple
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Career and pension
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Retirement
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Divorce
Passing on my assets
Do you want to pass on your business? Or preserve your assets for future generations? Planning your assets is the key to success.
What our clients say about us.
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Noémie Prod'hom
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Marie-Laure Favre
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M’Bayang Thiam
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David Vuadens
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Ann Evard
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Anthony Picard
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Dominique Lauener
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Franck Neveu
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Webinars & events
Webinars & events
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WebinarWebinar replay
Strategy & market update, 3rd quarter 2024
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Webinar replay
Finance your cash requirements intelligently
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Webinar replay
Investment: Our convictions for the 2nd quarter of 2024
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Our latest news
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25.09.2024