Independent players: specialization and independence

“In private wealth management, our first role is to be a trustee as we have the responsibility to act in the highest interest of the client”, explains Jean-Paul Giacometti, vice-president at Claret Asset Management Corporation. Despite their good intentions, banks are struggling not to end up in conflicts of interest, according to Claret’s vice-president. And this is why independent firms also have their place in the private management sector. 

Read this French article on La Presse

Author

  • Claret
    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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