Founded by Pierre Maysonnave, this firm operates as an independent wealth management consultancy (Conseiller en Gestion de Patrimoine - CGP). Its mission is to provide bespoke financial strategies and investment advice to individuals and professionals. The company focuses on developing long-term relationships with clients, offering services that include financial and real estate investment advice, retirement planning, wealth optimization, and insurance brokerage. The firm emphasizes its independence from banking and insurance networks to ensure objective, client-focused recommendations.

Founded in

Switzerland