The discretionary management services we offer to Wealth & Heritage Advisors’ customers is charcterised by a three-way relationship between the Advisor, its Client and the Manager, namely Montsegur Finance.

This partnership is based on a clearly established terms, which specifically include constant access to information (via internet) and monthly consolidated reports showing detailed information on benefits, risks and performance.

Quarterly management monitoring committees including a review of all management decisions are also defined within these terms. This allows the correction of possible differences arising from changes in invesment areas and the confirmation of any alterations observed by the Advisor on his clients’ investment objectives.