Active wealth management with results

Choosing a partner you can trust

We are running a marathon with you, not a sprint. Therefore we invest in longstanding relationships with our clients.

Your trust is our top priority. The relationship we build with our customers is at the heart of our success. Our discretionary, active wealth management services are designed to give you that peace of mind.

We manage your assets with a proactive approach, tailored to your financial objectives and risk profile.

Choosing a disciplined and consistent investment approach

Our investment methodology is based on three essential principles, three ‘engines’ that are constantly at work: asset allocation, security selection and active management.

The first ‘engine’, asset allocation, corresponds to the major decisions we take concerning the three markets in which we invest our clients’ assets. We ensure that our clients’ assets are wisely allocated between government bonds, corporate bonds and equities.

The second ‘engine’, security selection, is at the heart of our investment team’s expertise. Our team of experts carries out a meticulous analysis of every bond and share we acquire.
We analyse the fundamentals of the companies in which we wish to invest and seek to fully understand their business, the dynamics of their sector and their value proposition.
As a result, we have a thorough understanding of the composition of our clients’ portfolios.

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Choosing an active asset management

Finally, the third ‘engine’ at work is active asset management, which is the core of our asset management. It puts us at the heart of the workings of the financial markets. On a daily basis, we monitor equity, bond and currency prices and returns.

Thanks to the clear dashboard we have developed and tested over more than 30 years, and our precise view of the assets we own, we can actively manage our portfolios and seize opportunities on the financial markets.

In this way, we manage our clients’ assets with the utmost transparency: they are well informed about their investments, their performance and any adjustments made.

Choosing expertise

Passion-driven professionals : our team embodies passion – a force that drives us to excel in the financial markets. Comprising seasoned experts from diverse disciplines, we share a common enthusiasm for understanding market dynamics, uncovering opportunities, and delivering exceptional results. Our driving force : hard work, preparation and learning from failure.

Your dedicated Wealth Manager : when you entrust us with your assets, you gain access to a dedicated Wealth Manager. This professional not only possesses deep knowledge of financial strategies but also takes the time to understand your unique needs, aspirations, and risk tolerance. Whether it’s crafting an investment plan, adjusting your portfolio, or addressing your concerns, your Wealth Manager is by your side, providing personalized support.

Estate planning : our team of estate planners assist you with the legal, tax and succession structuring of your assets, taking into account your personal and family situation. They are working in close collaboration with external advisors. In doing so, they are always guided by external experts.

The value of close relationships : at Capitalatwork Foyer Group, we cherish the close bonds we build with our clients. Beyond managing assets, we foster long term relationships based on trust, transparency, and mutual respect. Your success is our success, and we’re committed to guiding you toward your financial goals.