Your Financial
Architect

Boma Conseil delivers a comprehensive suite of wealth management services. The journey begins with a proprietary wealth assessment methodology, designed to prompt a deep strategic review of the future of the client’s assets. The next step is to execute the agreed investment strategy, as well as proactively assisting on other various as an intermediary on various other matters such as taxation, accounting and legal affairs by introducing our clients to the best advisors. Other services enhance our holistic approach to financial and wealth architecture, including real estate matters and estate planning.

Boma Conseil executes discretionary portfolio management strategies, tailored to each client’s profile. Covering various asset classes, geographic regions and currencies, these strategies are underlined by rigorous risk and cost management policies. Duly regulated by the Financial Services Commission, we leverage robust systems and reputable partners to ensure the overall administration of our clients’ wealth.

Boma Conseil offers tailor-made corporate advisory services, providing diverse solutions to meet each client’s unique needs. Our strategic approach includes financial analysis, audit and advice on mergers & acquisitions as well as restructuring. Our track record and our networks of reputable partners are assets that help the companies we advise to grow and develop financially.