
Our services Active, high-performance wealth management for the long term
At CapitalatWork, you work alongside committed experts.
Together, we build an investment strategy that suits you — transparent, forward-looking, and aligned with your values.
A unique approach to wealth management, focused on you
Your wealth is unique. So is your story.
That’s why our approach never starts with a product, but with listening.
We take the time to understand who you are, what matters to you, and where you want to go.
Together, we build a clear, personalised, and future-ready strategy.
Being a wealth management advisor is above all about building a lasting relationship based on trust and listening. Each client is unique, with their own history, values and aspirations. My role is to support them every step of the way, offering solutions that are aligned with their objectives.
Gilles Duprel, Senior Wealth Manager at CapitalatWork since 2016
Together, step by step Tailor-made management, with complete confidence
Want to delegate without losing control?
Our discretionary management gives you peace of mind.
You entrust us with the reins, and we act with rigour and transparency — always in line with your objectives.
You stay informed and involved, free from the daily stress of the markets.

The 5 key stages of our support
1
Listening & Analysis
We begin by listening — to your needs, your plans, your situation.
2
Definition of Objectives
Together, we set clear goals tailored to your profile.
3
Investment
We make decisions for you, methodically and rigorously.
4
Continuous Transparency
You receive regular, clear, and useful updates.
5
Personalised Monitoring
Your strategy evolves with you. We remain by your side every step of the way.

A team of experts at your side
No impersonal platforms.
You have a dedicated contact — someone who knows you, understands you, and supports you.
We share our market insights, decisions, and convictions with clarity.
Because trust is built on transparency.
Our mission An investment strategy built to last
We invest in equities, bonds, and cash.
But above all, we invest in time.
Your investor profile is our compass.
Our mission: to preserve and grow your wealth in a controlled, responsible way.


Our commitment A proactive relationship, with complete transparency
You’re kept informed at every step.
Our experts explain our decisions, the opportunities we identify, and any strategic adjustments.
You’re never alone in this journey — our support is constant, personal, and committed.
What our clients say
Our greatest achievement? The lasting satisfaction of our clients.
Clear and transparent communication
For over two years, I’ve felt truly supported at CapitalatWork. The warm and friendly atmosphere reminds me of a family business. Every interaction is clear, straightforward, and inspires confidence. I know my assets are in good hands, and the attentive monitoring of my account reassures me daily. That peace of mind makes all the difference.
Max
Expertise that reassured us
Transferring our portfolio to CapitalatWork wasn’t a decision we took lightly. But from the very first exchanges, something resonated with us: a clear vision, reassuring expertise, a consistent investment policy… and concrete results. These are the elements that convinced us. I’ll continue to monitor the relationship and performance each year, but I’m leaving with the desire to build a solid and enjoyable collaboration.
Ellen

Tell us about yourself An expert will personally get back to you
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