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Our Approach

Our approach is based on a distinctive vision and is embodied in our overall mission to guide and inspire our clients in the management of their wealth throughout their life course.

Our Vision:

To be the trusted, independent, family-owned and innovative reference in private wealth management from generation to generation.

Our Mission Statement:

  • To contribute to the well-being of our clients, our employees and our community;
  • By listening so that it is easier to do than to say;
  • By accompanying our clients financially throughout their life journey in a proactive, accessible and honest manner;
  • By guiding and inspiring our clients to build wealth with proximity, adaptability and delivering on our promises.

Our approach: More proximity, more flexibility, more possibilities

Personalized management, for more proximity

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.

A rigorous process, for more flexibility

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!