Comme à l’accoutumée la période estivale est propice à des secousses. L’été 2024 n’aura pas fait exception, les intervenants...
Clients choose Boccard because they appreciate our conservative management philosophy. They trust us completely because they know we offer them investments that we believe in, avoiding all forms of speculation.
All our managers share these values.
You are unique. Your needs and plans are, too.
That is why we are committed to establishing a privileged relationship with our clients, so we are there at the right time to support and advise you. Certain choices are crucial for the future.Identifying Your Needs Supporting You Advising You
Identifying Your Needs
At our first meeting, we analyse your personal and family situation, your assets, your current needs and your plans for the future. This meeting also provides an opportunity to take stock of any tax or inheritance issues and to clarify your expectations.
Supporting You
Your needs are not the same at 25 or 65. Are you looking to build up your savings, invest your money, buy a property, prepare for retirement or pass on your assets?
Advising You
Once we have identified your needs, objectives and expectations, we will work with you to define your investor profile. Do you want to protect your capital, or are you aiming for growth? Are you willing to compromise? For how long? These are all essential considerations when it comes to choosing the right investment strategy.
