“Despite the high quality of the institutions in which I was able to learn and work, I felt that some clients were seeking, for part of the management of their financial assets, a service that was more dedicated to them, to their needs, their reality and that was able to tend towards a tailor-made accompaniment almost “artisanal” while remaining ultra–professional.
Independence, transparency, ease of access and modernity have also seemed essential to me in the context of a long lasting relationship based on trust and operational excellence.
Convinced of the relevance of the offer of “small boutiques” though regulated as “big ones”, I wanted to develop, from a blank sheet and for this wealthy clientele that I got to know over the last 15 years, a service complementary to that offered by specialized banking institutions.
With great success and a growing team of partners and employees, Clay Asset Management still applies its founding principles. We always claim a transparent, tailor-made offer, guided by the real needs of our customers, validated by our expertise and supported by complete independence and total freedom. ”
Founding President of Clay Asset Management