Most of us are or will be mothers and thus, give Life. That is why we focus on Life, not on principles of wealth optimization.
We have a more long-term and sustainable oriented approach. We are impact-oriented and committed to the highest levels of excellency by nature. We are focused on the good sense of our choices more than the shining side of the cold results.
We clearly know what we want. We tend to be more conservative advisors overall. Our primary target is mostly to preserve wealth like we preserve Life.
That is how we are clear on our mission too. We are real hunters, but fair players. We keep providing financial advice based on Life pictures, not just rude figures. We build up trust, consolidate confidence, encourage real communication and coach our female investors for a constructive and longstanding relationship.
Our wealth management approach considers every female investor is unique.
We are sensitive to their Life stories, decision making process, specific needs and preferences. We are also very sensitive to their wealth planning. We define legacy with a social focus, prioritizing charitable giving, align and integrate legacy goals with investments through impact investing and make social obligations a larger focus of any wealth transfer planning.
We conduct our mission entirely within a vision that respects the frame of their Life style. That is part of our natural emotional intelligence. We put our heart on the table to bring the best of each situation, even when we are caught between markets’ turmoil and tough business requirements.
Yes, we are hunters, but still generous, reliable and unconditionally loyal to our values. We stick strongly to our targets, business plans, performance, but we embody more than any one else our ethical references and values when building up portfolios, staying deeply rooted in our superior value: Humanity.
We are warriors, yet we master the secret of Life. We know clearly how to achieve our goals like any mother knows how to feed her child. With the wisdom of our stubbornness, our thinking BIG and daring the impossible when men withdraw, we are here to stay, to show the path towards a new prosperity era, spirit and attitude, enjoying wealth creation and preservation in compliance with Life rules and mother-nature cycles.
We are here to guide the change of the wealth management landscape leading with advice, not products like men always did. Then the markets will be generous with all of us.