IDAM

  • Tailor–made Wealth Managment

    We offer you a personalised, reliable and flexible management, which we invididually adapt regarding your personal profile and your situation.

  • Value Creation

    Our investing is firmly based on performance targets and the management of risks.

  • Approach
  • Performances
               
  • Florence Sarrat, Managing Partner
    With over 20 years of experience in private wealth management, Florence Sarrat proposes to accompany his clients in accordance with their objectives and patrimonial needs.

  • Kevin Thompson, Private Banker
    Kevin Thompson, strengthened by 15 years experience of managing mandates, is ready to match your investment needs with an appropriate strategy.

  • Brigitte Pinoteau, Clients Relationship Manager
    Brigitte Pinoteau works closely with the private bankers and helps our clients in their daily needs.

                         

our Values

NOur management style is a reflection of our values

Transparency

Our clients have a perfect understanding how their accounts are managed and any associated expenses

Performance

We enhance your assets while respecting your sensitivity to risk

Risk Management

We manage your assets according to your expectations in keeping with your situation and your future projects

Personalised Investments

We are at your disposal in order to adapt to your specific needs

Flexibilité

Our proximity allows us to respond to your expectations with flexibility