Our aim is to guide you in the establishment and day-to-day management of your financial projects. To achieve this, we draw on decades of experience in the wealth management field.

Within the scope of this mandate, we will specifically assist you in developing and implementing an investment strategy tailored to your individual needs. Our objective is to provide you access, either through our experience or the institutional aspect of Rhone Asset Management, to the best service providers (banks, insurance, legal and tax advisory, estate planning, real estate providers).

We place great importance on staying abreast of all developments in finance (fintech, digital assets, artificial intelligence) and leveraging them to benefit our clients within the framework of our advisory mandate.

Beyond managing banking assets alongside you, we are also capable of supporting or representing you in the following areas: