Drawing the outlines of an asset management suitable for you
A focused expertise to consider each situation in all its complexity
Our management is based on four fundamental principles: thoroughness, alignment of interests, understanding of investments and transparency.
Our global wealth approach is based on an in-depth analysis of your needs in order to build bespoke portfolios and offer tailored investment advice. We provide a wide range of services encompassing all dimensions of wealth management and integrating your financial, family and professional requirements. We develop investment strategies based on in-depth financial planning, personalized implementation and ongoing monitoring. Our investment process relies on the group's specialists and financial analysts and provides access to the best performing products.
Sustain and develop your wealth
We drive the implementation of a bespoke investment strategy in close liaison with our experts.
Transaction monitoring and consolidation
Our permanent monitoring of opportunities and investment strategies allows a rigorous control of the performance of our strategies.
Top tier partners
Access to top tier banking and financial partners to serve your interests.
Expertise of a bespoke asset management
Our latest Wealth Management news
News, interviews and publications
Corraterie Gestion, wealth manager and family office, has built its reputation by fostering its family and entrepreneurial spirit