Our advisory philosophy

We give forward-looking advice, because we know situations can change

The philosophy behind the way we work with you follows a clear set of principles that are oriented toward meeting your specific goals. Initiating the relationship is a personal conversation. Only when we understand you more precisely, your current situation and your goals we can meet your expectations and optimally bring our know-how to bear. Continuously and over and over again.

Your claim and our promise

We listen carefully, so that we can provide you with the services and products that are right for you – ones that meet your goals, expectations and values. This is the standard we set. Always with the objective of creating an added value for you.

Assessing your current situation, then elaborating a strategy and orientation

Together, we will elaborate a picture of your current situation, discuss your values, your family and professional situation, and put together a catalogue of your assets and liabilities. We will thrash out your plans and goals, and establish which ones are your priorities in the short, medium and long run. We will also determine your risk profile. Taking into account your knowledge and experience with financial products, we will then complete the overall picture and define solutions and next steps in agreement with you.

You set the goal, and together we choose the way to get there

Status evaluation: a repeating strategic dialogue
 
 
Your situation Your situation
Taking into consideration your values and expectations, we will analyze your assets and liabilities, your professional and family situation.
Your plans and goals Your plans and goals
We will weight and prioritize your most important plans and goals for the future.
Your Investment strategy Your Investment strategy
We will establish the appropriate strategy to achieve your goals, being sure to clarify your risk capacity and risk tolerance as well as your experience with financial products.
Your orientation Your orientation
Here, we will complete the overall picture and determine the next steps.
 
Implementation
 
Your solution Your solution
This comprises a specific proposal, with the relevant contracts and supplemental information.

 

Implementation and monitoring

We provide you with a proposal for solutions that we implement according to your standards. Since your plans and your personal situation can change, our advisory service should be understood as a continuous dialogue. Our advice never ends with the achieved goals, but is constantly guided and complemented by your new plans.