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Wealth management in Le Mont-sur-Lausanne
QUANTEVIOUR SA
QUANTEVIOUR SA
Wealth management in Le Mont-sur-Lausanne
Gallery (2)
- Monday9:00 to 18:00
- Tuesday9:00 to 18:00
- Wednesday9:00 to 18:00
- Thursday9:00 to 18:00
- Friday9:00 to 17:00
- SaturdayClosed
- SundayClosed
- Monday9:00 to 18:00
- Tuesday9:00 to 18:00
- Wednesday9:00 to 18:00
- Thursday9:00 to 18:00
- Friday9:00 to 17:00
- SaturdayClosed
- SundayClosed
- Monday
QUANTEVIOUR SA – Contacts & Location
Description
QUANTEVIOUR SA has been active for over 20 years in the fields of wealth management, pension planning and financial analysis. The company boasts a high level of in-house expertise.
Quanteviour's staff have many years' experience in a wide range of financial fields. Thanks to a range of in-house skills of the highest calibre, Quanteviour is able to deliver a breadth of advice and a level of analysis commensurate with what our customers have a right to expect.
We believe that the best way to achieve this is to work closely with our customers.
We consider each of our customers to be unique, insofar as their expectations regarding the management of their investments depend on their financial situation, family circumstances, personal plans, long-term objectives and sensitivity to risk.
In this context, we define with our client a management strategy that takes into account all his needs, and we do periodic status updates with him to ensure that our strategy is still in line with his expectations.
AN ABSOLUTE PRIORITY TO TRANSPARENCY
The investment objectives, as well as the elements of the investment strategy, are set out in a duly dated and signed management mandate. This mandate - which also mentions any special wishes our client may have - can be modified at any time by the client.
Our management fees are mentioned in the management mandate in a clear and transparent manner. The amount of our fees ( expressed as a percentage of the file amount in Swiss francs) takes into account any retrocessions we receive from financial intermediaries. We strive to negotiate the most favorable terms for our clients.
The choice of investment vehicles, as well as that of financial intermediaries, is made with complete independence and integrity, the criteria remaining performance, professionalism and efficiency.
- English,French,German,Italian
- Advice on financing issues
- Company foundation,Mergers
- By telephone,Free consulting,On the customer’s premises
- Parking site,Wheelchair-accessible
- Coordination/negotiations
- Categories
- Wealth managementRetirement planningFinancial planningInvestment and investment fundsReal Estate