Discretionary management

Discretionary management targets clients wishing to entrust financial management specialists with the monitoring of their securities portfolios, whether in UCIs, equities, bonds or even structured products. It operates within the framework of securities portfolios or PEA, life insurance or capitalization contracts, under French or Luxembourg law, or within the framework of “pilot” management (“gestion pilotée”).

Managing one’s portfolio requires time and expertise. Defining an asset allocation and make it evolve over time is a complex task that is key to long-term performance.

Delegating the management of one's assets is a strong act of trust. It is a partnership based on the convictions of our management teams and the transparency in our management actions.