We offer our clientele services that are based on a scientific approach to asset management.
By combining experience in financial markets with technical skills, our advisors work to protect and increase your capital. Our discretionary asset management and our advising in terms of investment are fine-tuned to meet the desired degree of performance.
Our independence guarantees our clients the access to the most innovative and efficient management techniques, but especially to the ones most adapted to their specific objectives.
Our clientele can benefit from our advising services or entrust us with the management of its portfolio. The portfolio models that we offer are structured according to the investment horizon, liquidity needs, performance objectives and all other elements defining the particular situation of each of our clients.
Advisory Mandate
We advise our clients on any question related to their assets. Our vast network of skills provides them with a guidance enabling them to make informed decisions regarding their wealth based on objective and impartial criteria.
Discretionary Management Mandate
Clients delegate management - related decision making to Quanta Finance in order to ensure the protection and growth of the assets that we have been entrusted with. As a result of a global asset analysis, we establish a personalized management profile allowing the creation of a portfolio that will most adequately respond to individual expectations and constraints.
This management profile will periodically be revised in order to reflect the evolution of clients' financial situation.