Occupational benefit schemes aim to create value
and pursue a successful investment strategy.
Our ambition is to be your partner, helping you
to achieve these aims in a spirit of confidence
To that end, our investment advice service is totally independent and offers stakeholders in the occupational benefits universe an original approach combining our investment, actuarial and legal services while taking due account of their specific needs.
An experienced team
Our investment advice service is backed by an experienced team of financial specialists, economists, actuaries, legal experts who – over and above their professional skills – are valued for their presence on the market, their approachability and the quality of the relationship established by them. Our service also benefits from an Advisory Board whose aims are to develop highly effective asset allocation strategies for occupational benefit institutions in line with their structures and specific features.
- Independent structure, with no conflict of interests
- Pluri-disciplinary approach
- Customised services
- Research dedicated to asset allocation
- Quality of the relationship