Benjamin Labrousse

HNWI portfolio Management and Development

- Investments:
Understanding of customers’ needs and specificities, in particular their risk tolerance, their fiscal situation and their future projects
Advise customers to optimize their wealth through a personalized asset allocation
Assess monthly reports for customers (contracts performance, strategies,…)
Write investment proposals for potential customers
Elaborate fund allocation strategies with managers

- Loans:
Grant loans to customers, potential customers and independent financial planners’ customers