Our goal is to assist you in the setting up and daily managing your financial projects. To achieve this, we rely on our long-standing experience in wealth management.
As part of this service, we will help you set up a tailor-made investment strategy, taking into account your specific needs. Our goal is to provide you with access to the best-possible service providers (banking, insurance, legal and tax advice, property management, real estate services) using Rhône Asset Management's experience and professional services.
We are committed to keeping up to date with all financial developments and to maximising benefits for our clients as part of our advisory services.
In addition to supporting you in managing your banking assets, we are able to assist you or represent you in the following fields :
