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By your side means taking the time to really listen to you

By your side means taking the time to really listen to you

# Investments      

The financial sector has had a rough ride in recent years, causing major tensions not only on the markets, but also affecting banking. Stability, the expertise of advisers and a relationship of trust are more essential than ever in the eyes of private clients.

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The
 
# CSR      

The "LuxFLAG" label: an accolade to one of our management mandates

On 1 January 2024, the five risk profiles of our socially responsible funds mandate were granted the LuxFLAG label. This label is an independent and internationally recognised validation that rewards investment products that set the highest possible standards in responsible and sustainable investing.

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France - 2024 Finance Bill: impact on the taxation of private assets
 
# Wealth Planning      

France - 2024 Finance Bill: impact on the taxation of private assets

The 2024 Finance Law was enacted in France on 29 December 2023. The main measures affecting the taxation of private assets are described below.

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Estate planning needs to evolve over time
 
# Wealth Planning      

Estate planning needs to evolve over time

What happens ‘after estate planning’? Clients sometimes assume that the job is done when they agree on a particular way of managing their inheritance. But the plan must be adaptable to changes in the client’s individual and family situation, new requirements, a shifting regulatory environment, and other factors.

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