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Institutions, Foundations, SICAV, Mutual Companies, Religious Organizations

We work closely with Institutions and Foundations to reinforce their values through the growth of their endowment funds.

Because of our experience over 30 years, we understand the needs of the supervisory board: we are the link between the institution and its mandates. We specialize in tailor-made asset management to deliver the entity a rock-solid foundation.

Our solutions

  • Invest according to a strategic vision, adapted to the ultimate goals of the institution.
  • Independent opinion in financial decisions.
  • Analysis of the financial structure of the entity to optimize resources allocation.
  • Tax and financial planning of economic surpluses.
  • Execution control and risk monitoring.
  • Rigorous selection of assets, with specific screening factors according to ESG, ethical, and core foundational values.