A long term vision
Your financial planning
Having a long-term vision of your wealth will allow you to effectively organise and structure your daily life.
Marriage, separation, birth, retirement or inheritance… TELOMERE is there to advise and accompany you through all the important stages of your life.
1
INDIVIDUAL pension plan
Do not wait until you reach retirement age to plan for it and enjoy it to the full. TELOMERE advises you on anticipation and planning, particularly related to your AVS, your pension fund or your mortgages.
2
ESTATE PLANNING
Preparing and preserving your assets for their future owners
Organising the passing on of one’s assets or of one’s business is never easy, since it touches at our emotional core. Whatever your intentions to leave your mark, to protect your loved ones against hardship, to hand on part of yourself and your history as a legacy. It is advisable to start thinking about succession early enough to avoid your estate from breaking up in the medium term.
To support you on this more technical aspect, Telomere Capital and its network of experts will guide you towards establishing a succession plan today, tailored to protect your family and your wealth.
Analysing your situation in detail enables us to organise your assets so as to optimise the contributions that you ultimately pay.
3
MONITORING & REPORTING
Know your situation to guide your decisions
In this age of hypermobility, monitoring the performance of your assets from any location and in any time zone, has become a necessity, whether you frequently travel on business or not. This service is an integral part of Telomere Capital’s services: we offer you the possibility to regularly monitor your financial, tax and administrative position via our secure platform.
In addition, we provide consolidated reports that give you an overview of your assets –both movable and real estate– and any-time checks on the performance of your investments. For senior executives, we can also put in place solutions to optimise share option plans, so as to facilitate the protection of capital acquired but not yet available.
Publications
around finance
Just because you outperform doesn’t mean you’re alpha
Imagine a marathon held on the same course every year. One year, the winner crosses the finish line in record time, helped by the weather conditions. In the next edition, the winner achieves a similar time, but in much more difficult conditions: heavy rain and strong headwinds.
The Rise of Elon Musk – A 21st Century Tale
The rise of Elon Musk is one of the most transformative stories of the 21st century. From revolutionizing electric vehicles to reshaping space exploration and redefining the digital public sphere, Musk's journey is a testament to the disruptive power of vision and audacity.
How to Invest Your First Million
Reaching the milestone of a million is significant achievement, but it also presents a challenge. How can you manage this capital wisely? How can you make it grow? What strategies should you adopt to limit investment risks? Whether you are an entrepreneur, an executive, or a savvy investor, here are some explanations and strategies to help you grow your first million and protect your wealth.
The stock market is not the economy
Many consider the performance of the financial markets to be a reflection of the good or bad health of the economy. But this is not always the case.
Are we heading towards a deglobalised economy?
Within the space of five years, the world economy has gradually been put out of balance by new dynamics. Should we interpret these signs as being the start of deglobalisation?
What do wealthy people invest in?
The diversity of markets offers everyone the opportunity to invest part of their money. Of course, access to certain products may be limited if you do not have sufficient funds at your disposal.
Finance and Swiss Neutrality Tested by Geopolitics
Officially recognized by the major European powers at the Congress of Vienna in 1815, Swiss neutrality was intended to maintain an island of stability in the heart of the Old Continent to contain potential conflicts.
Behavioural finance: investing under influence
To meet his needs, today’s investor has global and unlimited access to multiple sources of information. The press, specialist sites, social networks, interpersonal relations, strategic advice and recommendations are all available.
Banksy: from the street to the art market
A street artist as enigmatic as he is provocative, Banksy made a sensational entry into the world of contemporary art and has never ceased to amaze. Originally from Bristol, England, his true identity remains a mystery, adding another element of fascination to an already captivating body of work.
Bonds in 10 points
For those of you looking to find out more about bonds, this article provides you with a basic understanding of this asset class and the factors influencing its price.
