ABOUT US

Our identity is built on three fundamental principles:

 

Advisory, Venture, and Trust.

 

These values guide all our actions and reflect our commitment

to providing the highest quality of wealth management.

 

 

Advisory

Venture

Trust

 

Who We Are: Committed, Responsible, and Reliable

 

We specialize in supporting individuals and companies seeking tailored wealth and strategic solutions. Our approach is grounded in a deep understanding of your environment and specific needs, allowing us to design innovative, effective solutions that align perfectly with your goals.

 

With proven expertise and a forward-looking perspective, we develop strategies that create genuine added value. Each recommendation is meticulously crafted, based on rigorous analysis and a nuanced understanding of the markets, to provide concrete solutions for the complex challenges you face.

 

 

Our Mission: Structure, Support, and Transfer

 

Our mission is to structure, support, and transfer. We are dedicated to establishing and implementing solid foundations for the management of your wealth. At every stage, we provide you with personalized support to foster growth and optimize the value of your assets. Finally, we ensure a successful transfer, preserving family values and ensuring continuity across generations.

Founding Partners

Founder and President of Adventrust Wealth Management, Olivier has over 20 years of experience in international wealth management and financial engineering. A former senior executive in the private banking sector, he has developed deep expertise in serving high-demand clients. His approach is based on attentive listening and the creation of tailored solutions. His goal is to provide each client with a clear, coherent strategy tailored to their unique challenges.

Managing Director and Founder of Adventrust Wealth Management, Bastien brings solid expertise in wealth management and strategic advisory, gained across various international financial environments. Drawing on his experience, he prioritizes a collaborative approach, working in close coordination with each client. Committed to transparency and attentive listening, Bastien is dedicated to delivering solutions that meet his clients’ expectations and long-term objectives with precision.