Financial Education

Under active management, the portfolio manager makes investments based on their own convictions

Since August 2022, we have been required to assess clients’ interest in and attitude towards responsible investment

September showed no respite from this year’s slump in financial markets.

Reduce the effects of inflation on your savings, finance projects, achieve your wealth management objectives: three good reasons to invest your money

The return of inflation has changed the bond-market landscape and is creating fertile ground for active investment approaches.

Because an extended period of high inflation is a very real prospect, we have structured our diversified investment portfolios so as to be in phase with the business cycle.

Since the 2008 crisis, the European Union has sought to ensure that savers receive clearer and more transparent information

Together with the interest rate hikes designed to curb it, inflation affects financial returns and the stock and property markets.

How we’ve adapted our investment strategy following an eventful month for markets.

Family businesses have long demonstrated their capacity to generate growth and profits. Their financial health and economic models enable them to be resilient over the long term, even during periods of crisis.