Our services
Portfolio management
Let our team help you invest
A tailored approach to your financial success
As an independent advisor, we offer you a comprehensive range of first-class financial products and services, with a focus on exceptional customer service. We develop customized solutions based on your personal goals, priorities and values. Our strategic approach is to create tailored financial plans aligned with your risk tolerance and aspirations. Through a rigorous selection of diversified assets, we maximize your returns while controlling risk, ensuring your long-term financial success.
Customized approach
Each client benefits from an investment strategy tailored to his or her situation, objectives and risk tolerance.
Discretionary management
Access professional investment management, without the need for day-to-day intervention. We make decisions based on your mandate and market opportunities.
Open architecture
Through Mandeville Gestion Privé, we offer access to a diversified range of products: public markets, private equity, real estate and alternative funds.
Monitoring and rebalancing
We ensure rigorous monitoring of your portfolios, with periodic adjustments in line with market trends and your needs.
Transparency and independence
Our recommendations are made with you in mind. You benefit from an impartial service, with transparent and clearly explained fees.
Any questions?
FAQ
What is your portfolio management service?
We offer comprehensive, personalized investment management, with a strategy tailored to your financial situation, objectives and risk tolerance. Our approach aims to maximize your returns while controlling long-term risk.
What does a personalized approach mean?
Each client benefits from a unique investment strategy, built around his or her priorities, investment horizon and investor profile. We don’t believe in generic solutions.
What is discretionary management?
Discretionary management means that you delegate active management of your portfolio to us. We make investment decisions on your behalf, according to an established mandate, while taking advantage of market opportunities.
What types of products are available through your service?
Thanks to our partnership with Mandeville Gestion Privé, you have access to an open architecture including :
Public markets (stocks, bonds, ETFs)
Private placements
Real estate funds
Alternative products
How do I keep track of my portfolio?
We rigorously monitor your portfolio on an ongoing basis, and periodically rebalance according to market movements and changes in your personal situation.
How is your service transparent?
Our independence guarantees impartial recommendations. All costs are clearly explained, with no surprises, and our decisions are always made in your best interests.
What is the added value of an independent consultant?
An independent advisor, like those at TEG, is not tied to a single financial institution. This allows us to offer you the best combination of products and strategies, without any conflict of interest.
