Our Values
Loyalty & Honesty
The founding values of our company are the basis for a professional relationship of trust. Your interests are at the heart of our concerns. Clear and objective information.
Listening
We know how to listen in order to propose to you offers that are really tailored to your needs and plans, and to provide you with a quality service.
Good sense & Excellence
Our experience in different investment worlds, and our calm and pragmatic thinking about each investment are at your service.
Ethics
The fundamental value we seek in our relationships with our customers, our partners, and in the investments we propose.
Sustainability / Quality
Our Goal: develop a long-term relationship with our clients. Making quality investments helps to strengthen our ties and build lasting mutual trust.
Independence
Key value that gives JWM autonomy, impartiality, and a very wide range of investments that can be recommended to its clients.
Our way
Olivier Mergui, Founder & Owner
With more than 10 years of experience in Wealth Management, Financial Assets Management and Investment Property, I will be your special partner to assist you in each of your investment choices about your assets and your financial, real estate or legal / tax partners. The management of your capital will be adapted to your personal objectives, your plans and sensitivities.
While the search for relevant and strong investments is at the heart of my business, I also attach particular importance to the seriousness, honesty and ethics of the selected partners, to guarantee long-term high quality for the investments and the services provided.
