Place Vendôme - Paris

Our services

We assist you throughout the
investment process, analysing your needs,
designing your products, and following up after the transaction has been completed.
STEP 1

Advisory

  • Analysis of your portfolio
  • Analysis of market trends
  • Determining your risk profile
STEP 2

Creation

  • Customising design
  • Sourcing from our issuer partners
  • Supply of documentation
  • Back-office assistance
STEP 3

Monitoring

  • Reporting
  • Monitoring of positions
  • Real-time portfolios
  • Arbitrage
Digital service

MARCAP

  • Catalogue of structured products
  • Monitoring of positions
  • Management of your portfolio
  • Documentation
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Tablettes digitales pour de l'analyse de données financières

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