{"id":27,"date":"2014-12-02T15:26:54","date_gmt":"2014-12-02T15:26:54","guid":{"rendered":"http:\/\/themes.muffingroup.com\/be\/vision\/?page_id=27"},"modified":"2017-11-03T19:59:19","modified_gmt":"2017-11-03T19:59:19","slug":"solution","status":"publish","type":"page","link":"https:\/\/wdsinvest.com\/fr\/solution\/","title":{"rendered":"Solution"},"content":{"rendered":"
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Il est essentiel de comprendre les besoins et les objectifs de nos clients pour les aider \u00e0 g\u00e9rer leur patrimoine avec succ\u00e8s. Le processus de WDS permet de cr\u00e9er un portefeuille structur\u00e9 qui r\u00e9pond aux exigences sp\u00e9cifiques de chaque client en mati\u00e8re de rendement et de revenu \u00e0 long terme, tout en respectant leur tol\u00e9rance individuelle au risque.<\/h1>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div>
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\u00c9TAPE 1. Compl\u00e9tez le profil financier du client<\/h3>\n

WDS m\u00e8ne un processus consultatif pour identifier les besoins et les objectifs de nos clients, qu\u2019ils soient pratiques, comme payer les \u00e9tudes d\u2019un enfant ou \u00e9pargner pour la retraite, ou ambitieux, comme acheter un yacht ou planifier un tour du monde. <\/p>\n\n

Nous commen\u00e7ons par recueillir quelques donn\u00e9es de base telles que votre \u00e2ge, votre \u00e9tat civil, vos revenus d\u2019emploi et votre patrimoine net. Nous vous interrogeons sur vos actifs cach\u00e9s, comme les r\u00e9gimes de retraite parrain\u00e9s par l\u2019employeur qui peuvent am\u00e9liorer votre capacit\u00e9 financi\u00e8re.<\/p>\n\n

\u00c9TAPE 2. \u00c9tablir un profil de risque client<\/h3>\n

Nous vous demandons ensuite de remplir un questionnaire<\/a> sur votre tol\u00e9rance au risque qui clarifie et cible vos pr\u00e9f\u00e9rences en mati\u00e8re de risque. Cela nous permet de nous assurer que la r\u00e9partition des actifs de votre portefeuille refl\u00e8te le type et le niveau de risque d\u2019investissement qui vous conviennent, \u00e0 vous seul.<\/p>\n\n

Nous pensons que le risque ne se limite pas \u00e0 la volatilit\u00e9 des prix. Les cours des actions \u00e9voluent quotidiennement, en hausse, en baisse et en reprise, au gr\u00e9 des fluctuations des informations et des conditions. N\u00e9anmoins, le test ultime de la tol\u00e9rance individuelle au risque est la capacit\u00e9 d'un investisseur \u00e0 \u00e9viter de vendre ses actifs face \u00e0 une baisse grave du march\u00e9.<\/p>\n\n

\u00c9TAPE 3. Tenez compte des \u00e9ventuelles contraintes uniques<\/h3>\n

Les caract\u00e9ristiques finales de l\u2019\u00e9valuation sont l\u2019horizon temporel de l\u2019individu, ses besoins en revenus, ses besoins en liquidit\u00e9s, ses questions fiscales et ses circonstances juridiques, successorales ou particuli\u00e8res. Nous comprendrons mieux vos besoins personnels et le degr\u00e9 de flexibilit\u00e9 n\u00e9cessaire \u00e0 votre portefeuille.<\/p>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div>

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\n\t\t\t\"WDS-Select-the-Right-Brochure-FINAL-2015-1-300x438\"<\/a>\n\t\t<\/figure>\n\t<\/div>\n
Lire la brochure<\/a><\/div><\/div><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"Understanding our clients\u2019 needs and goals is central to helping them successfully manage their wealth. WDS\u2019s process builds a structured portfolio that matches each client\u2019s specific requirements for long-term returns and income, while respecting their individual tolerance for risk. STEP 1.\u00a0 Complete a Client Financial Profile WDS leads a consultative [\u2026]<\/span>","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-27","page","type-page","status-publish","hentry"],"yoast_head":"\nSolution - Watson Di Primio Steel (WDS)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wdsinvest.com\/fr\/solution\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Solution - Watson Di Primio Steel (WDS)\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wdsinvest.com\/fr\/solution\/\" \/>\n<meta property=\"og:site_name\" content=\"Watson Di Primio Steel (WDS)\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.linkedin.com\/company\/watson-di-primio-steel-wds-investment-management-ltd-\" \/>\n<meta property=\"article:modified_time\" content=\"2017-11-03T19:59:19+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@wdsinvest\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wdsinvest.com\\\/solution\\\/\",\"url\":\"https:\\\/\\\/wdsinvest.com\\\/solution\\\/\",\"name\":\"Solution - 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