Abacus: Independent adviser in private asset management
Abacus Conseil offers a complete and personnalised service of wealth management to its clients.
I. In order to give a personnalised advice, it is necessary to learn to know our client, his needs, his values and his history during personal and confidential interviews.
II. Operate a rigorous audit of the past assets management to find out the limits, the faults and possible carelessness due to standardised offers.
III. Understand the roots, sometimes intimate ones, of clients’ expectations and the specificities of a private heritage to advise and serve for the best people who trust in us.
Abacus Conseil brings you a whole and relevant approach in asset management and an answer to the necessity of a fair independency in the choice of proposed solutions.