To tailor our work to your needs as best as possible, we would like to get to know you better at the beginning of our collaboration. Asset management requires planning.
Your Personal Investment Goals
Your personal experiences, goals, intentions, and private circumstances form the framework for defining concrete investment goals. From this moment on, these goals serve as the foundation for every service and activity we provide for you.
Your Personal Risk Tolerance
A formal classification into risk categories is insufficient for determining a suitable financial portfolio and would not meet our commitment to providing you with comprehensive advice. The level of risk that aligns with your assets and your personal mindset is crucial for creating your ideal financial portfolio.
The asset management agreement and the opening of a securities account are the starting point for the implementation of your investment strategy.
Your Ideal Financial Portfolio
The asset management agreement and the opening of a securities account are the starting point for the implementation of your investment strategy.
We work with you to develop a customized asset allocation, taking your personal investment goals and risk tolerance into account. We determine the basic allocation of all assets to be managed across different asset classes. Your investment strategy is then developed. Should tax or legal issues need to be clarified in this context, we are happy to involve external specialists upon request.
The foundation for our collaboration has now been established. These principles will be reviewed at regular intervals and, if necessary, adapted to your changing needs and circumstances.
The Start of Your Asset Management
The asset management agreement sets out the framework and terms of our collaboration. Your account will then be opened with one of our partner custodian banks. Based on the jointly developed direction of our collaboration, we will gradually build your portfolio.
Our Commitment Is to You
Kymaris Capital actively monitors your portfolio and adapts it to changing market conditions as needed. Our commitment is always aligned with the jointly developed investment strategy.
As your asset manager, we will closely support you as our client in your dealings with your custodian bank.
We analyze the financial markets and draw conclusions from market developments. We make the appropriate decisions for your financial portfolio within the framework of the agreed investment strategy and submit the order to your custodian bank. The bank will inform you directly about all orders we place for your financial portfolio, so you are always kept up to date.
In regular reports, we inform you personally and comprehensively about changes, status, and development of your financial portfolio.
Competent control
We offer active and independent management of your assets with the aim of securing their substance and allowing them to grow over the long term.
Trust & Understanding
We strive for cooperative business relationships characterized by mutual trust and understanding.
Modern & cosmopolitan
France is a leading private banking center. Benefit from our partnerships and leverage our interdisciplinary network.
CONTACT
KYMARIS CAPITAL
Numéro de TVA: FR85937942753
Numéro RCS : 937 942 753 R.C.S. Cannes
1 place Jean-Luc Broquerie
06250 Mougins