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OUR VALUES
WEALTH MANAGEMENT.
A BUSINESS
THE SEVEN VALUES THAT REPRESENT US.
I. SIMPLICITY
THE WORLD IS COMPLEX,
OUR PRINCIPLES ARE SIMPLE.
AS LIFE BECOMES MORE COMPLEX, SIMPLICITY IS A STRONG ASSET.
We strive to explain situations as they are, and in a simple manner.
We believe that speaking straightforwardly is the best way to mutual understanding.
And in our asset management we favour clear and easily understandable investments.
By doing away with the superfluous, we can focus on what is essential and are able to provide concrete and efficient solutions.
EVERYTHING SHOULD BE MADE AS SIMPLE AS POSSIBLE, BUT NOT SIMPLER.
ALBERT EINSTEIN
II. INTEGRITY
ETHICS TAKES PRECEDENT OVER TACTICS.
FREE OF CONFLICTS OF INTEREST, WE ARE TRULY INDEPENDENT.
We have chosen to apply transparency on all levels. Be it in our actions, in our process, or in the way we are remunerated.
We select the appropriate investment in a totally free manner. Our decisions and our advice are solely based on our own convictions.
This means that our objectives are perfectly aligned with yours and that your interests always remain the priority.
WISDOM IS KNOWING THE RIGHT PATH TO TAKE. INTEGRITY IS TAKING IT.
M.H. MCKEE
III. SKILLS
DO ONE THING ONLY, BUT DO IT WELL.
ENTIRELY FOCUSED ON ASSET MANAGEMENT, WE ARE ABLE TO DELIVER THE BEST POSSIBLE SERVICE.
We manage to act in such a way by applying a strict methodology and a disciplined investment process.
Through an understanding of even the most sophisticated techniques and tools, we are able to provide better results, while closely controlling risk.
Our expertise and our relentless quest for excellence are reflected in all our activities, in our investment portfolio management, as well as in our range of wealth advisory services
EVERY OBSTACLE YIELDS TO STERN RESOLVE.
LEONARDO DA VINCI
IV. TRUST
LISTEN CAREFULLY
TO HEAR BETTER
TRUST IS ESSENTIAL. WITHOUT TRUST, ONE CANNOT BUILD A SUCCESSFUL RELATIONSHIP.
Trust is not created by chance. It grows out of careful listening and continuous dialogue.
We are committed to stand at your side over the long term and we take full responsibility over our actions. Not only when things go well, but also in difficult times.
Because we believe that nothing is more important than to keep our own commitments.
IT IS MUTUAL TRUST, EVEN MORE THAN MUTUAL INTEREST, THAT HOLDS HUMAN ASSOCIATIONS TOGETHER.
HL MENCKEN
V. AVAILABILITY
OUR PRINCIPLES ARE SOLID
OUR SOLUTIONS FLEXIBLE
IN OUR BUSINESS, THE MOST IMPORTANT QUALITY IS THE ABILITY TO ADAPT.
We react to opportunities as they arise. And accordingly we make adjustments to your assets.
Because of our lean structure and the ease of communication among us, we react without delay to suggest appropriate solutions.
Unlike the rigidity one may see in large institutions, you will find with us the flexibility you are looking for.
A MIND IS LIKE A PARACHUTE. IT DOESN’T WORK IF IT IS NOT OPEN.
FRANK ZAPPA
VI. CREATIVITY
THINK OUT OF THE BOX TO FIND THE ANSWER
IMAGINE ORIGINAL SOLUTIONS TO PROVIDE EFFICIENT ANSWERS.
The best answer is often found by letting go of old habits.
We are open to the world and we are eager to identify new solutions that have worked in other fields, which we then adopt if they are to improve our commitments
Excellence can never be taken for granted. It can only be maintained by continuously challenging one’s approach and always by being willing to move forward.
TEAR DOWN THE ALPS, SO WE CAN SEE THE SEA. MICHEL BUHLER
VII. TEAM
TOGETHER WE GROW
WE SHARE THE SAME VISION FOR THE FUTURE OF OUR INDUSTRY.
We have committed ourselves to a common entrepreneurial project: to become a major player in the field of independent asset management.
By combining our experience and resources, we have given ourselves the means to meet the expectations of even the most demanding clients.
We attract the best talent around this unifying idea, which offers a truly comprehensive concept of wealth management.
Simple and efficient, Sept Finance’s formula would not be complete without the most important element of the equation, the CLIENT.
You as a client are not only the starting point of our efforts but you remain at the centre of our wealth management process. And above all, you represent our final purpose.