Dialogue is a newsletter published every two months where you will find sections on finances and investment, current topics in wealth management, news about our upcoming events, and specific topics for professionals.
Click here to consult the previous issues of Dialogue.
Dialogue, NewsDialogue – April 2019 edition
The newsletter for professionals. This issue’s focus: creating a real impact thanks to the responsible investment. Read also our Experts’ insight on the new incorporation rules, and more!
Dialogue, NewsMeet the experts conference tour 2019
Relive the best moments of the experts conference tour 2019!
Dialogue, NewsExcellent performance of our FDP Balanced Portfolios!
Highly rated funds Thanks to this turnaround, 82% of our Series A funds were above their respective median in the ratings. Note among others the performance of our FDP Balanced Portfolios, which generated outstanding returns. Our FDP Balanced Portfolio performed particularly well with a return of around 8%, the best quarterly return for this fund […]
Dialogue, NewsCreating a real impact thanks to responsible investment
Fostering change The Financial has been concerned about social and environmental issues for many years now. ESG (Environment – Society – Governance) factors have become part of our decision-making process and they have been integrated into our proxy voting policy as well as our investment philosophy. They are a decisive factor in our choice of […]
Dialogue, NewsTransforming the present to ensure the future
You took the helm of the Financial in 2009. What was your vision for the firm at the time? You have to remember that we were then just emerging from the 2007-2008 global financial crisis. The stock markets were down sharply, the banking system was fragile. With widespread job losses in the financial industry and […]