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
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.
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?
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.
A two-stage start to the year: momentum, then a reality check.
The quarter began in a constructive mood, before a geopolitical shock reshuffled the deck. In January and February, markets were mainly encouraged by the continuation of disinflation, resilient earnings, and the idea that the major central banks could remain, if not accommodative, then at least less restrictive than in 2024–2025. More info
Rue St-Honoré 5
P.O. Box 1911
2001 Neuchâtel
P +41 32 725 25 60
Allée des Grand'Places 1
P.O. Box 189
1701 Fribourg
P +41 26 322 62 53
