Your main objective is to guarantee the revenue necessary for your organisation’s purpose through the evaluation and protection of your financial assets. In the case of a religious congregation, you may also wish to guarantee the reception and support of its aged members.
Quilvest has been assisting foundations, associations and congregations for more than 20 years. In this way, many French dioceses delegate the management and optimisation of their financial and real estate assets. Regular contacts and visits by a team that is readily available and personally involved in voluntary work allow them to understand your requirements completely (preservation of capital, value appreciation, tax optimisation) and to provide suitable solutions.
You may delegate the monitoring of your financial assets to our team of professionals as part of a discretionary management suited to your situation and requirements.
These management solutions are defined in cooperation with your dedicated contact person, who maintains close relations with you.
Our team can also offer you structured, tailored investment solutions as well as the full range of traditional banking services.
In addition to Quilvest experts, you have access to the skills of independent experts employed by our group (notaries, lawyers, chartered accountants etc.).
An investment solution which respects your values is at your disposal: Saint Germain Ethique. This international equity fund selects the most active companies in terms of socially responsible investments, assessed according to several criteria (human capital, environment etc.).