To be the trusted, independent, family-owned and innovative reference in private wealth management from generation to generation.
Our approach: More proximity, more flexibility, more possibilities
The valuable know-how we have acquired over the generations in our profession of wealth management is based on our core values in our relationships with our clients: we want to build a lasting relationship with each client that is based on attentiveness, trust and results.
We favour a global, methodical and long-term approach. Before establishing your personal investment strategy with you, we take the time to determine your needs and objectives. During each follow-up meeting regarding the management of your portfolio, we validate with you whether this strategy is still appropriate.
Trusting the Eterna team means favouring an approach that generates more opportunities for you, your loved ones and the generations to come!