Tailor-made asset management

Our principles
No standardisation

Each client is unique, with needs of his own that are determined particularly by his personal situation, his goals and his aversion to risk-taking. By contrast with the standardisation that is commonly practised among banking establishments, we take care at CEFISA to define the profile of investment of each of our clients in consultation with them, in order to create a truly unique made-to-measure portfolio for them.

Nothing is ever set in stone: the client will naturally benefit from the great flexibility we offer and can regularly steer his investment orders within the framework of a dynamic management adapted to changing circumstances.