Wealth consolidation, independent advice and discretionary management.
Segetia's objective is to provide its clients with attractive positive performance while mitigating risks in all markets conditions.
A personal comprehensive reporting is the starting point of an analytical process that helps our clients grasp their global financial situation. It ensures a stable foundation for a tailor-made and sustainable wealth management relationship.
Segetia’s portfolios are constructed following a consistent investment approach where limiting the downside comes before performance and where the team has made it a point of honor to challenge conventional views in order to implement contrarian positions.
The best preparation for good work tomorrow is good work today
To benefit from our wide-ranging investment expertise through Segetia's in house funds using diversified management strategies.
Financial markets are in deep mutation since the subprime crisis. Segetia employs a robust and consistent investment process to its asset management. The Segetia Funds are carefully structured to generate performance while retaining the flexibility required to address changing market conditions.
6 in-house investment funds:
It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change.
Charles Darwin, 1809
Personalized consolidated reporting, ongoing relations with family counsellors, independent advice and dedicated discretionary management.
Segetia is truly at the service of its clients. Our dedicated team seeks to enhance the flow of information between the family advisors and beyond… Providing a personal and comprehensive wealth consolidation ensures extended controls, optimal structure, cost diminution and tailor-made portfolio management.
Don’t be afraid to give up the good for the great.
John D. Rockefeller
The successful man is the one who had the chance and took it.