Private wealth management
Think and Invest differently
The importance of a goal for your financial future
At ECP, we know what it means to have all the financial responsibilities we have on our shoulders, which can be overwhelming and time-consuming.
Therefore having a financial plan is important, because trying to juggle between investment decisions and the actual goal can be a difficult task to do on your own.
Tailor-made solutions and efficient management
- Discretionary Portfolio Management
- Customized Management Reports
- Financial Management of Life Insurance Policies
- Dedicated Investment vehicles
- Dedicated ESG Mandate
- Family Office
Building relationships founded on absolute trust, impartiality and genuine exchanges between the investor and the advisor
We determine together your investment objective
Defensive : Investors who seek for capital preservation and prefers stable investment and focuses less on capital growth. Stable investments grow gradually in value and are less volatile.
Moderate : Investors willing to accept some amount of risk in anticipation of a greater return on investment.
Moderate Aggressive : Investors willing to accept a greater amount of risk in anticipation of a greater return on investment.
Aggressive : Investors who seek return on investment over capital preservation. They are willing to subject a greater portion of their portfolio to risk in anticipation of a greater return on investment.