2.

OUR APPROACH

  • Our management approach combines macroeconomic analysis, fundamental analysis of companies and meetings with business leaders to determine a selection of stocks and target prices, while also relying on assertive and solid sector choices.

  • The disciplined construction of our portfolios incorporates compliance with internal rules of concentration, volatility considerations, and balanced stock distribution.

  • The dynamic management approach involves active stock monitoring, disciplined investment with respect to purchases/sales, and market monitoring.

  • Equity management, fixed-income management, diversified management and even dedicated funds: Richelieu Gestion combines the different approaches necessary for optimised and regular performance in the long term, in order to satisfy a discerning base of private customers comprising wealth management professionals and institutions.




3.

RISK
  MONITORING

The Richelieu Gestion team pays special attention to risk monitoring, performed at various levels:





MANAGERS

 





RISK MANAGEMENT

 


MIDDLE OFFICE

 





HEAD OF COMPLIANCE AND INTERNAL CONTROL