Plutus Strategy offers independent solutions for our clients’ financial interests, with broad experience in developing customized investment and wealth management strategies.
Investments
Strategy
Optimization
Innovation
ABOUT US
Our Firm
Plutus Strategy is a multi-family office based in France with vast experience in asset management and investment advisory. We seek to support the long-term growth of individuals and organizations across a range of high-growth sectors. Counting on an international network of industry experts, our diverse knowledge of global markets and wealth planning activities is what sets Plutus Strategy apart.
Our Principles
We incorporate loyalty, responsibility, and integrity into everything we do. We believe that the balanced combination of expert team members and efficient processes ultimately leads to mutual success. Our achievements are based on skills, performance, and results that maximize our clients’ returns.
What makes Plutus Strategy unique?
- Experienced and knowledgeable advisors and team members.
- Concentrated focus on our clients and their unique demands.
- Excellence in our service offerings and strategy implementation.
- Process transparency and client confidentiality.
- Integrity in our decisions and long-term vision.
- Putting our client’s interests before our own.
SERVICES
We are committed to providing first-rate wealth management and financial planning services, allowing our clients to be confident that their assets are in expert hands.
Wealth Management
We help families, trustees, entrepreneurs, and private organizations to manage their assets. Diversified asset allocation is essential to ensure stable portfolio returns. At Plutus Strategy, we believe that concentrating our efforts on a compelling asset allocation strategy protects our clients’ capital from potential risks and ensures that returns are stable across fluctuating financial environments. Our relationships with international banks allow us to manage our clients’ wealth effectively, while saving on unnecessary transaction fees.
Investment Advisory
Our independent investment advice is based on proven investing methods, market research, and our own strong financial expertise. Our investment strategies incorporate long and short-term strategies that are defined according to the individual needs and objectives of our clients. Our investments support international ventures across a range of markets, especially in high-growth industries such as energy, mining, oil & gas, and infrastructure. These target industries represent the core of our investments, as they have a proven track record of profitability and cash flow generation.
Risk Assessment
Our risk assessment services help to protect and preserve our clients’ wealth, business, and legacy. When creating our clients’ risk profile, we take the time to understand what constitutes a high-level risk in their specific conditions. We develop a comprehensive risk management framework that includes risk measurement, institutional quality risks, and risk governance. We identify potential risks and to protect our clients from fraud, operational risks and cyber risks, taking action to combat risks before they happen.
Tax Planning
Our tax team serves as an expert guide to help our private and institutional clients understand relevant tax laws that affect high-income taxpayers. Through key insights into the main provisions that affect our clients, we identify the best plan for tax optimization for our clients’ personal accounts and businesses. From defining a larger tax strategy to hands-on assistance with the preparation of tax returns, we are prepared to advise our clients on local and international tax regulations.
CONTACT
Get in touch with Plutus Strategy and learn what we can do to optimize your portfolio.
+33 9 77 19 55 60
10 Place Vendôme, 75001 Paris, France
office@plutusstrategy.com
Plutus Strategy is committed to protect individual privacy and personal data. The confidential nature of our client relationships supports a high level of privacy and protection. We do not sell or publish any personal information to third parties.
COPYRIGHT © 2020 (FRANCE). ALL RIGHTS RESERVED.