OUR MANDATES
Our mandates are dedicated to long-term investment over a horizon of at least 8 years and to very long-term investment (more than 15 years) in listed or unlisted companies.
We do not hesitate to speak of transgenerational investments.
The long and very long term as our horizon.
An investment horizon of at least 8 years and the stability of assets under management over that holding period allow our mandates:
To invest effectively in high-performing companies that are at times illiquid.
To mitigate the impact of short-term market volatility and to reduce transaction costs.
To position ourselves credibly as a reference shareholder with the management of the portfolio companies.
Establishing a concrete link between investors and companies
Through our fiduciary services, we seek to enable each of our clients to know and understand the companies in which they invest their money.
Organisation of events to discover the activity of the portfolio.
The team in charge of fiduciary management regularly offers its investors events centred on the portfolio companies, in order to give more substance to the shareholding link between the investors and those companies.
These events take the form of investor days, site visits and meetings with the management of the companies in the various regions where they are established.
They provide a better understanding of the history of these companies, their business, their know-how and their prospects.
Newsletters
At regular intervals we send a complete review of global macro-economic, legal and political analysis. This letter covers current events as well as forthcoming developments.
Detailed attention is sometimes given to a particular situation in order to understand its history, its context and its prospects.
Specific recommendations may also be communicated on that occasion.
Mandates tailored to every need
Our wealth management expertise, set out across a range of leading mandates and fiduciary services.