Our private asset management activity applies a rational approach to asset allocation.
It differentiates itself through :
- Its ability to invest, according to the customer profile, in a wide range of financial instruments ;
- A mix both discretionary and quantitative.
Our investment decisions are based primarily on proprietary tools for investment decision-making.
Key strengths of our private asset management offer :
A close collaboration with professional investment advisors helping our clients to determine the profile best suited for each situation.
An ability to manage portfolios according to a profiled or completely discretionary management
A diversity of vehicles : French management mandates (securities accounts, PEA, life insurance) or life insurance vehicles under Luxembourg law.
Institutional mantes and dedicated funds
We have the resources and a proven track record in managing institutional mandates incorporating insurance-related, regulatory, accounting and solvency constraints.
Our aim is to meet two basic needs of institutional clients (mutual societies, insurance companies, etc.) :
We also manage multiple dedicated funds for institutional clients using the same philosophy as our management of institutional mandates (taking into account the special constraints of institutional clients and customised reporting / specific committees)
To adopt a style of financial management in line with their specific constraints.
To be able to meet customised reporting requirements integrating the regulatory and internal requirements of each institution (Solvency II services).
Our partners :
- Custodian-account keepers : Banque Privée 1818, CM-CIC Securities, SGBT (Société Générale Bank & Trust) ;
- FFSA insurance companies : Neuflize Vie ABN AMRO ;
- Insurers – Commissariat aux Assurances luxembourgeois (Luxembourg Insurance Commission) : Allianz Life Luxembourg, Cardif Lux Vie, La Mondiale Europartner.