Design, source and develop investment solutions tailored to your needs.
Get an overview
Our teams will support you in broadening your horizons and investment outlook: we meet 350 financial service providers per year and monitor more than 25 asset classes.
Our investment experts support you daily: they provide you with operational support on which you can rely with complete peace of mind.
After auditing your needs, our teams provide you with "turnkey" solutions and identify suitable partners: all you have to do is decide.
Make an impact
Whether strategic, financial, environmental or social, your investment decisions will have an impact: we provide guidance until the desired goal is reached.
Enhancing and challenging your financial strategy
Providing our best investment convictions
Sourcing and designing innovative solutions
- Defining a strategic allocation together
- Building your portfolio together
- Constantly monitoring your investments
Digital monitoring, with our Sparring and Atlas tools, is central to our ecosystem
We have developed user-friendly tools that take account of your particular needs, based on the highest market standards. The applications are user friendly.
Connected to the source of the data, we have direct access to inputs with no lags, reducing entry errors and saving you time.
Access your portfolio anywhere, anytime
Accessible via a dedicated and 100% secure web platform, you can monitor the status of your portfolios at any time and from anywhere.
A single interface for all your assets
The tracking screens provide a single view of your investments, including both public and private assets. A focus on private assets is offered with an aggregated view of your commitments.
Debt and equity financing
Raising funds or selling your business are key moments in an entrepreneur‘s life: we put our skills and our network at your service.
For your complex financing, we identify the right partner and the right conditions.
- Syndicated bank financing, club deals, executives
- LBO/MBO transactions, co-investment
- Factoring and reverse factoring
- Asset deconsolidation financing and securitisation
Creation of tailor-made solutions
Real estate Impact Investing
With our partners, we have created a fund that provides a return for investors while allowing families in need to access housing.
An offer dedicated to small and medium-sized companies: Go!
Created with leading players (Henner, Sanso IS and Axa), a turnkey solution that provides an offer of institutional quality to small and medium-sized companies. (Click here)
Allianz SRI Bond Fund
An investment fund launched in 2010 at the request of major companies to boost their cash investments, while respecting a charter of socially responsible criteria.
Long-term investors can benefit from substantial premiums by moving away from short-term speculative thinking.
Financing the real economy
We have recognised expertise in private assets such as private equity, private debt and participatory financing. These strategies enable our clients to combine performance and a positive impact on societal and/or environmental issues.
We are able to source innovative solutions such as reverse factoring, litigation financing and cat bonds. These strategies require a detailed understanding of both the expected performance profile and key success factors before selecting managers.
Real long-term assets
We source the best investment managers worldwide, dedicated to infrastructure, real estate or industrial assets. These strategies combine two complementary performance drivers: holding and operational value creation.
Liquid alternatives (long/short equity, risk premiums, quantitative investments, etc.), are an effective source of portfolio diversification. However, these strategies entail certain types of risk that we can identify.