QUANTEVIOUR SA (Le Mont-sur-Lausanne)

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 variety of financial fields. Thanks to this high level of in-house expertise, Quanteviour is able to deliver comprehensive advice and the level of analysis our customers have come to expect.

We consider each of our customers to be unique, in that 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 work with our clients to define a management strategy that takes into account all their needs, and we periodically review the situation with them to ensure that our strategy is still in line with their expectations.

ABSOLUTE PRIORITY TO TRANSPARENCY

Our investment objectives and strategy are set out in a management mandate, duly dated and signed. 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 set out clearly and transparently in the management mandate. The amount of our fees (expressed as a percentage of the amount of the file 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 and financial intermediaries is made with complete independence and integrity, the criteria being performance, professionalism and efficiency.