Support and advice

What is the role of a wealth management advisor?

The wealth management consultant is an independent generalist wealth expert. Its objective is to advise its clients on a wealth strategy that adapts to their needs and projects. Its role also consists in proposing investment strategies or products. It is…

How to use index funds in your asset management?

It is always interesting to invest your capital in order to generate profits. From this perspective, index funds make it relatively easy to invest, since they are based on the principle of tracking a stock market index. Unlike active mutual…

Who should be used for wealth management advice?

The wealth management consultant is an independent generalist wealth expert. Its objective is to advise its clients on a wealth strategy that adapts to their needs and projects. Its role also consists in proposing investment strategies or products. It is…

How can I reduce my bank charges?

When setting up a business, a professional bank account must be opened. For companies, EURL, SA, SAS or SARL, this opening must be carried out in order to allow its registration and to deposit the funds that will constitute its…