Our added value
Our customers are the priority
We seek to offer suitable investments to our clients and not vice versa. We have no obligation to advocate a specific investment, only the interest of the client guides our approach.
Our independence is a guarantee of objectivity.
Without any capital or contractual link with a financial institution, we work freely with partners.
We select, without constraint, the products most suited to your situation and consistent with our recommendations.
Your satisfaction is the guarantee of our longevity.
Our business is based on trust. This is built in the long term and only the quest for excellence will be able to meet your expectations and allow us to develop.
Libeccio conseil "heritage craftsman"
We demand a particular positioning alongside important structures offering comprehensive wealth management services.
We offer a wide range of services, notably in the management of financial and real estate portfolios, with a constant concern for objectivity and transparency.
Our approach is global.
We only design wealth management advice if it takes into account all of your financial, tax or personal constraints. This seems the only approach to guarantee the overall balance of your assets.
A constant concern for transparency.
Our remuneration consists, on the one hand, of fees defined in the letter of mission, in remuneration for the advisory work, depending on the complexity of your financial situation.
On the other hand of commissions and retrocessions granted by our partners. We are committed to detailing these different sources of income.