Method
Four steps, in this order
The same sequence applies to financial markets and to tangible assets. What changes is the terrain.
Audit
Estate position, objectives, holding horizon, real tolerance for risk. Nothing is proposed before this stage.
Allocation
Building a strategy specific to the profile: split between asset classes, level of exposure, implementation schedule.
Execution
Implementation on the markets and off-market, according to the nature of the positions chosen.
Follow-up
Ongoing oversight, reallocation, reporting. An allocation is not a single act but a position held.
Analytical tools
Our decisions draw on proprietary analytical tools, developed in-house and kept confidential: market-regime detection, historical testing of strategies, automated position monitoring.
These tools inform the decision; they do not replace it.
What we do not do
We promise no return, at any horizon. We neither issue nor place in-house products, and we receive no retrocessions: our fees come from you alone, and they are known before any commitment. On digital assets, we set aside tokens whose volume would not allow a position to be exited under normal conditions. On tangible assets, we support no acquisition whose authenticity, history or source of funds cannot be documented. Finally, we do not prospect: mandates come through referral.