Investment advice, as you’re probably already familiar with it as a bank service, is a one-time advisory service that recommends financial instruments that are appropriate at the time of the consultation. The decision on whether to implement these recommendations rests with the client.
In contrast, our asset management or financial portfolio management provides long-term and active management of your assets.
Our goal is to secure its substance and allow it to grow over the long term – with an investment strategy that suits you.
Together, we’ll develop your individual strategy, focusing exclusively on your goals, your life stage, and your personal risk tolerance.
We are solely committed to you as our client.
You leave the helm to us as an experienced and independent helmsman, but as captain you continue to determine the course and remain the highest authority on board.
Competence and Experience
Benefit from our many years of experience and that of our partners, colleagues, and employees in investment consulting, fund management, and financial portfolio management.
Comprehensive knowledge of the markets and investment products, as well as quick access to relevant information, forms the basis of our decisions. Thanks to our long-standing collaboration with our partners, you benefit from exceptional terms and conditions for your securities account.
In our work, you can rely on the utmost discretion to the outside world, while maintaining transparency with you as our client. As your partner, we are committed to providing you with a fair and transparent fee structure that leaves no room for surprises.
Quality and Control
Regular and comprehensive reporting is essential for successful action on your behalf. This allows you to continuously monitor our performance.
As part of our duty of care and loyalty, we regularly perform thorough reviews of ourselves, our partners, and our tools. This enables us to guarantee the overall quality and safety of our services at all times.
Compliance with all relevant legal regulations, internal guidelines, and compliance formalities is a matter of course. We adhere to the requirements in all relevant areas with particular diligence and are constantly improving our performance in this regard.
Trust & Understanding
We strive for cooperative business relationships characterized by mutual trust and understanding.
Personal & long-term
Our work is always based on the jointly developed investment strategy, which takes into account your individual goals and personal risk tolerance.
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