WEALTH MANAGEMENT

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

Our DNA

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.