{"id":138,"date":"2018-04-24T14:47:27","date_gmt":"2018-04-24T12:47:27","guid":{"rendered":"http:\/\/silvercapital-mgmt.com\/?page_id=138"},"modified":"2026-03-06T17:53:13","modified_gmt":"2026-03-06T16:53:13","slug":"gestion-privee","status":"publish","type":"page","link":"https:\/\/silvercapital-mgmt.com\/index.php\/gestion-privee\/","title":{"rendered":"Gestion Priv\u00e9e"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.16&Prime; background_color=\u00a0\u00bb#036cad\u00a0\u00bb custom_padding=\u00a0\u00bb13px|0px|51.1875px|0px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_row _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb column_structure=\u00a0\u00bb1_2,1_2&Prime; custom_padding=\u00a0\u00bb93px|||48px||\u00a0\u00bb width=\u00a0\u00bb83.8%\u00a0\u00bb custom_margin=\u00a0\u00bb|auto||454px||\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttp:\/\/silvercapital-mgmt.com\/wp-content\/uploads\/2023\/03\/istockphoto-1364371014-612&#215;612-2.jpg\u00a0\u00bb title_text=\u00a0\u00bbistockphoto-1364371014-612&#215;612&Prime; _builder_version=\u00a0\u00bb4.17.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb width=\u00a0\u00bb100%\u00a0\u00bb custom_padding=\u00a0\u00bb|0px||0px||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_margin=\u00a0\u00bb|5px||||\u00a0\u00bb][\/et_pb_image][et_pb_toggle title=\u00a0\u00bbL&rsquo;ALLOCATION D&rsquo;ACTIFS \u00a0\u00bb _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb body_font=\u00a0\u00bbMontserrat||||||||\u00a0\u00bb body_text_align=\u00a0\u00bbjustify\u00a0\u00bb body_font_size=\u00a0\u00bb15px\u00a0\u00bb body_line_height=\u00a0\u00bb1.8em\u00a0\u00bb text_orientation=\u00a0\u00bbjustified\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding=\u00a0\u00bb|||94px||\u00a0\u00bb custom_margin=\u00a0\u00bb|24px||42px||\u00a0\u00bb]<\/p>\n<p><span style=\"font-weight: 400;\">Selon nous, l\u2019allocation d\u2019actifs n\u2019est pas un exercice acad\u00e9mique. <\/span><span style=\"font-weight: 400;\">C\u2019est l\u2019acte fondateur de toute strat\u00e9gie patrimoniale s\u00e9rieuse.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On ne construit pas un patrimoine solide en empilant des produits.<\/span><span style=\"font-weight: 400;\">On le structure avec m\u00e9thode, discipline et vision.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">L\u2019allocation d\u2019actifs consiste \u00e0 r\u00e9partir le capital entre diff\u00e9rentes classes actions, obligations, immobilier, actifs r\u00e9els, strat\u00e9gies alternatives, ESG en recherchant le meilleur \u00e9quilibre entre performance et ma\u00eetrise du risque.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Mais surtout, elle doit \u00eatre coh\u00e9rente avec votre vie.<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Votre m\u00e9tier.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Votre fiscalit\u00e9.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Votre g\u00e9ographie.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Votre horizon.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Votre capacit\u00e9 r\u00e9elle \u00e0 supporter la volatilit\u00e9.<\/span><\/li>\n<\/ul>\n<h2><span style=\"text-decoration: underline;\"><b>Notre conviction.<\/b><\/span><\/h2>\n<p><strong>Le rendement est une cons\u00e9quence. La ma\u00eetrise du risque est une d\u00e9cision.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Trop d\u2019investisseurs se concentrent sur la performance affich\u00e9e.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">Les patrimoines durables, eux, se construisent sur :<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une diversification intelligente<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une compr\u00e9hension fine des cycles \u00e9conomiques<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une allocation disciplin\u00e9e<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une gestion des co\u00fbts rigoureuse<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une absence totale de conflit d\u2019int\u00e9r\u00eats<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">En tant que cabinet ind\u00e9pendant, nous travaillons en architecture ouverte.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"text-decoration: underline;\"><span style=\"font-weight: 400;\">nous s\u00e9lectionnons les solutions pour leur pertinence, pas pour leur commission.<\/span><\/span><\/p>\n<p><span style=\"font-size: large;\">\u00a0<span style=\"text-decoration: underline;\"><b>Une approche strat\u00e9gique, pas opportuniste<\/b><\/span><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Chaque portefeuille que nous construisons repose sur :<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une analyse patrimoniale globale (priv\u00e9 et professionnel).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">L\u2019int\u00e9gration des contraintes fiscales et internationales.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une vision macro\u00e9conomique structur\u00e9e.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Une allocation strat\u00e9gique de long terme.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Des ajustements tactiques lorsque le cycle l\u2019exige.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Nous privil\u00e9gions les portefeuilles lisibles. <\/span><span style=\"font-weight: 400;\"><\/span><span style=\"font-weight: 400;\">Compr\u00e9hensibles. <\/span><span style=\"font-weight: 400;\">Robustes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nous refusons la sophistication inutile.<\/span><\/p>\n<p><span style=\"text-decoration: underline;\"><b>Pour qui ?<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nous travaillons principalement avec des entrepreneurs, dirigeants et familles qui ont compris que :<\/span><\/p>\n<p><span style=\"font-weight: 400;\">La gestion de leur patrimoine m\u00e9rite la m\u00eame exigence que la gestion de leur entreprise.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ils ne cherchent pas un produit.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">Ils cherchent une strat\u00e9gie.<\/span><\/p>\n<p><b style=\"font-size: large; text-decoration-line: underline;\">Concr\u00e8tement<\/b><\/p>\n<p><span style=\"font-weight: 400;\">\u2714 Objectif rendement\/risque parfaitement calibr\u00e9<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">\u2714 Diversification ma\u00eetris\u00e9e<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">\u2714 Int\u00e9gration actions, obligations, immobilier, ESG et alternatives<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">\u2714 Optimisation des frais<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">\u2714 Reporting clair et suivi r\u00e9gulier<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">\u2714 Vision franco-suisse lorsque n\u00e9cessaire<\/span><\/p>\n<p><span style=\"font-weight: 400;\">L\u2019allocation d\u2019actifs n\u2019est pas une case sur un questionnaire.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><span style=\"font-weight: 400;\">C\u2019est une architecture.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Et une architecture, cela ne s\u2019improvise pas.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_toggle][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding=\u00a0\u00bb0px||0px|||\u00a0\u00bb][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1&Prime; _builder_version=\u00a0\u00bb4.16&Prime; background_color=\u00a0\u00bb#f9f9f9&Prime; custom_padding=\u00a0\u00bb13px|0px|10px|0px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_row column_structure=\u00a0\u00bb1_2,1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.25.1&Prime; hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb text_font=\u00a0\u00bbMontserrat||||||||\u00a0\u00bb text_font_size=\u00a0\u00bb15px\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]<\/p>\n<h4><strong><span style=\"color: #6b6b6b;\">Gestion de patrimoine \/ Family Office<\/span><\/strong><\/h4>\n<h4><\/h4>\n<h4><span style=\"text-decoration: underline;\">L&rsquo;audit patrimonial :<\/span><\/h4>\n<h4>Connaitre parfaitement votre situation pour mieux vous conseiller<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.25.1&Prime; hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb text_font=\u00a0\u00bbMontserrat||||||||\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]<\/p>\n<h5 class=\"p1\">Chaque situation et profil est diff\u00e9rent.Nous sommes \u00e0 votre \u00e9coute<\/h5>\n<h6 class=\"p1\"><\/h6>\n<p><strong>Silver Capital Management s\u2019engage \u00e0 respecter vos attentes.<\/strong><\/p>\n<p>Toute construction commence par des plans. C\u2019est identique en gestion de patrimoine. Pour r\u00e9ussir \u00e0 mettre en place une vraie strat\u00e9gie, il est essentiel de bien conna\u00eetre la situation dans laquelle elle aura sa place<\/p>\n<p style=\"font-weight: 400;\">C\u2019est le coeur m\u00eame de notre m\u00e9tier:<\/p>\n<p style=\"font-weight: 400;\">-optimiser la fiscalit\u00e9,<\/p>\n<p style=\"font-weight: 400;\">-Optimiser les rendements.<\/p>\n<p style=\"font-weight: 400;\">-L&rsquo;investissement Locatif.<\/p>\n<p style=\"font-weight: 400;\">-Pr\u00e9parer sa retraite \u00a0de surcro\u00eet le patrimoine dans tout son ensemble, tout est li\u00e9. \u2026 comprendre que toutes les mesures sont importantes.<\/p>\n<div><\/div>\n<p class=\"p1\"><strong><\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.25.1&Prime; hover_enabled=\u00a0\u00bb0&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb text_font=\u00a0\u00bbMontserrat|||on|||||\u00a0\u00bb text_font_size=\u00a0\u00bb13px\u00a0\u00bb text_line_height=\u00a0\u00bb1em\u00a0\u00bb sticky_enabled=\u00a0\u00bb0&Prime;]<\/p>\n<p class=\"p1\"><strong>Silver Capital Management s\u2019engage \u00e0 respecter vos\u00a0 objectifs.<\/strong><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00a0\u00bb1_2&Prime; _builder_version=\u00a0\u00bb4.16&Prime; custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttp:\/\/silvercapital-mgmt.com\/wp-content\/uploads\/2018\/04\/sign3-copie.png\u00a0\u00bb force_fullwidth=\u00a0\u00bbon\u00a0\u00bb align_tablet=\u00a0\u00bbcenter\u00a0\u00bb align_phone=\u00a0\u00bbcenter\u00a0\u00bb align_last_edited=\u00a0\u00bbon|desktop\u00a0\u00bb _builder_version=\u00a0\u00bb4.16&Prime; global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4&Prime; _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_text _builder_version=\u00a0\u00bb4.25.1&Prime; _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_font=\u00a0\u00bbVerdana||||||||\u00a0\u00bb text_font_size=\u00a0\u00bb15px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n<p><strong>Optimisation fiscale patrimoniale<\/strong><\/p>\n<p>Arbitrage <strong data-start=\"786\" data-end=\"808\">salaire\/dividendes<\/strong>, PEA\/assurance-vie, d\u00e9fiscalisation cibl\u00e9e, structuration holding.<br data-start=\"875\" data-end=\"878\" \/><strong data-start=\"878\" data-end=\"892\">B\u00e9n\u00e9fice :<\/strong> imp\u00f4t ma\u00eetris\u00e9, cash-flow net am\u00e9lior\u00e9.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Selon nous, l\u2019allocation d\u2019actifs n\u2019est pas un exercice acad\u00e9mique. C\u2019est l\u2019acte fondateur de toute strat\u00e9gie patrimoniale s\u00e9rieuse. On ne construit pas un patrimoine solide en empilant des produits.On le structure avec m\u00e9thode, discipline et vision. L\u2019allocation d\u2019actifs consiste \u00e0 r\u00e9partir le capital entre diff\u00e9rentes classes actions, obligations, immobilier, actifs r\u00e9els, strat\u00e9gies alternatives, ESG en recherchant [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-138","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages\/138","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/comments?post=138"}],"version-history":[{"count":25,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages\/138\/revisions"}],"predecessor-version":[{"id":877,"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/pages\/138\/revisions\/877"}],"wp:attachment":[{"href":"https:\/\/silvercapital-mgmt.com\/index.php\/wp-json\/wp\/v2\/media?parent=138"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}