Approach

Because durable assets mean long-term management, Abacus offers more than a simple wealth management expertise, based on 5 principles:

 

I. Personalized approach

Realise an audit of the past management to ask for reimbursements regarding mistakes and missing advices.

 

II. Gathering of skills

Control and coordinate all actors who can intervene in the client'S INheritance to align crossed interests.

 

III. Optimize fees and advices’ costs

Optimise the yield expected for the client in detailing all payments and retrocessions for intermediaries.

 

IV. Better access to investment solutions

Give access to the largest multi-Management possible and select managers or products representing the best potential by assets within an optimized structure.

 

V. Permanent adaptation of assets allocation

Control market's evolution and personal situation to recommend necessary adjustments.