Discover Benelux | Business Special | Meet the Experts in Asset Management, Private Equity and More
best wealth solutions for their loved ones. Spirit Asset Management has accompanied families over several generations, thanks to over 30 years of experience on the Luxembourg circuit for some of their customer relationship officers: “We like to meet each family member to get to know them better, and therefore serve them better,” says M. Quéré. Spirit takes an educational approach to inheritance planning; offering advice on how to diversify inheritance and protect future generations in uncertain times. It spends a lot of time explaining how different financial products work; “which clients really appreciate,” M. Quéré continues. Many of its clients require family wealth planning, and Spirit is a firm believer in generating stable performance with minimum risk. Just before the financial crisis of 2008, Spirit launched its own ‘Ganador Spirit Invest’ fund, which effectively allows clients to see just how well it manages risk in difficult contexts. Clients are therefore guaranteed a long and fruitful relationship in the hands of the highly competent team.
Riding the waves of change The digital age has arrived, and there’s no turning back in sight. SAM has wholeheart-
edly embraced such changes by reinventing the traditional private banking model. It offers new and high-tech services in partnership with depositary banks – that are particularly attractive for the millennial generation. Its motto is to ‘make complex easy’, which is why it also offers three different profiles for investors: fixed-income, balanced and growth. Each profile is flexible and scalable, following an in-depth discussion with the client. It seems there has never been a better time to invest.
Expanding a highly skilled team of experts “In terms of performance, 2019 has been an exceptional year for Spirit Asset Management,” M. Montazel reveals. Keen to grow in such promising conditions, the multilingual team of experts is now recruiting experienced managers who share SAM’s entrepreneurial spirit. Don’t hesitate to get in contact and/ or visit the Spirit Asset Management website: www.spirit-am.lu Email: firstname.lastname@example.org
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