OUR PHILOSOPHY

TRUST

Invest Sante SCA is tremendously proud of the trust clients place in us, and it is an honor we work diligently to uphold every day. We are committed to developing long-lasting relationships with each client and providing a comfortable, successful investment experience. Our personal advisors engage new clients in an initial assessment to discuss their financial and personal situations, goals and investment strategy in detail. Not only does this inform investment choices, it enables a strong client-advisor relationship based on openness and integrity.

UNDERSTANDING YOUR NEEDS

By fully understanding each client’s unique investment objectives and issues (such as investment length or income tax requirements) we provide the most suitable asset management and wealth planning opportunities. Invest Sante SCA offers exclusive investment vehicles that meet the specific conditions and goals of each client.

SUSTAINABLE INVESTMENT RETURNS

Most of our clients prefer to increase their wealth through conservative, low-volatility investments. To meet their needs, we develop appropriate strategies, utilizing carefully selected investments. Invest Sante SCA follows a value-oriented investment approach with a strong focus on constant and predictable cash flow as well as an exclusion of investments that lead to loss of purchasing power.

TRANSPARENCY

When clients have questions, we pride ourselves on delivering clear – and timely – answers. Each client can monitor the status of his or her account any time and from any secure internet connection. Advisors are just as accessible: they are always available to discuss specific concerns as they arise.

INDEPENDENT ASSET MANAGEMENT

Unconstrained & tailor-made solutions

VALUE INVESTING

Undervalued stocks with “catch-up” potential

FIXED INCOME INVESTMENTS

6% p.a. and more – KPMG & BDO audited Performance Results*

ABOUT US

Our serivces

INVESTEMENT STRATEGIES

INFORMATION FOR INVSTORS

Contact

Risk warning / disclaimer

Invest Sante SCA an independent wealth management firm registered in the commercial register with registered office in Luxembourg under number B198693 which as well regulates Invest Sante SCA is permitted to offer the services of an asset management company in 27 countries of the European Union. The information contained in this web page (https://investsante.com/) and the associated sub-pages does not represent investment advisory services; it exclusively serves the purpose of product description. In particular, this information does not express any suggestions to enter into such transactions of the type referred to. Past performance is no guarantee of future results. The views expressed are those of the portfolio managers at Invest Sante SCA at the time of publication. The views expressed facilitate the understanding of the investment process and are not intended as an investment recommendation. Holdings and allocations are subject to change. No guarantee can be given that the market forecasts will be achieved. The information is only for the use of the person for which it is intended and may not be reproduced or distributed to any other person. Conflicts of interest at Invest Sante SCA cannot always be ruled out. Information on dealing with conflicts of interest is available on request. The information is based on carefully selected sources, which Invest Sante SCA considers reliable, but their correctness, completeness and accuracy cannot be guaranteed. They do not constitute an offer or invitation to subscribe for or purchase fund units and are provided for information purposes only. Products and services may vary from country to country. Information on this website does not replace the information about this product, which the investment firm may be required to provide individually on acquisition of the product. The information provided on this website only represents the important features. The tax treatment of a portfolio depends on the individual circumstances of each client and may be subject to change.