Our services

Our offer

A HIGHLY PERSONALIZED PORTFOLIO MANAGEMENT SERVICE, BASED ON INDIVIDUAL SECURITIES AND ACTIVELY MANAGED BY A HIGHLY EXPERIENCED TEAM

A PROVEN APPROACH FOR OVER 30 YEARS

Our service offering is based on a very simple conviction: we believe that at a certain level of assets, a person’s financial reality requires a highly individualized approach :

  • An approach that relies on individual securities rather than on mutual funds or “pools” of investment;
  • An approach that strives to minimize portfolio churn and to optimize taxation;
  • An approach synonymous with financial peace.

We’ll take
the time to
understand you

Before inviting you to open an investment account with us, we’ll offer you an exploratory meeting that will allow you to get to know us better.

We’ll also make sure we know you well, by carrying out a detailed study of your situation and by establishing your investor profile.

We’ll then be able to submit a management proposal to you, before proceeding with the formalities for opening accounts and beginning our management mandate.

Get to know each other before doing business
Get to know each other before doing business

We’ll offer you an approach adapted to your situation

The heart of our offering is our PRIVATE WEALTH MANAGEMENT service, a personalized solution that equips you with a portfolio of individual securities managed by a team of highly experienced professionals, and allows to benefit from a superior service approach.

If your assets are growing rapidly, or if you are a close relative of a client, we also offer additional services with a level of customization adapted to your situation: our Management Consulting service and our G20 service.

For personalized management of your investments
For personalized management of your investments

We
will take
your interests
seriously

RESEARCH

COTE 100 does all of its research in-house. Our process is based on the COTE 100 system and rigorous fundamental analysis by our managers.

DISCIPLINE

Regardless of cycles and the latest trends, we pay attention to capital preservation. Even in speculative bubbles, we don’t deviate from our management philosophy.

RIGOUR

Our investment decisions are dictated by a buy scenario established from the start and the appropriateness of adding a security to our portfolios. As long as this scenario remains true, we favour patience.

VISION

Rather than betting on stock market ups and downs, we favour a constant presence in the market by investing in quality companies.

We’ll
stay in touch.
Often.

For us, accountability is of the utmost importance. 

Each quarter, you’ll receive a detailed management report from us, including: the status of your securities, the return obtained, the asset mix against your personalized investment policy and our commentary on the markets. 

Your manager will also contact you periodically to provide an update and to explain our investment decisions.

Finally, you’ll have access to our COTE 100+ online platform, unique in the industry.

Discover COTE 100+
Your detailed management report

Ready to start
the conversation?