Management under mandate
In order to guarantee your heritage goals, we do our best to manage individually your interests. The loyalty of our customers is the best proof of satisfaction of our services since the beginning.
A proximity management
Your manager will define with you an investment strategy as well as the level of risk adapted to your expectations in order to make your assets grow. You can contact your advisor directly to discuss about new portfolio transactions, investment strategy or assets allocation.
An offer tailored to your investor profile
We provide 4 types of mandates management :
- DISCRETIONARY : The objective of management is to obtain a significant growth in assets, without imposing any constraints on the distribution of financial assets, in particular between equity securities and interest rate products. The exposure to each of these classes of financial instruments may represent between 0 and 100% of the portfolio (and in particular the shares) according to the expectations of the manager. The recommendation of this investment is five years.
- DYNAMIC : The goal is to achieve a significant growth of the assets, investing mainly in the securities markets (equities) – on average, more than 60% of the investment in value. The recommendation for this investment is at least five years, considering the uncertainties linked to the evolution of the stock markets.
- BALANCED : The main goal is to ensure a steady growth of capital by investing equally in equity (30-60%) and interest rate equities. The recommendation of this investment is a minimum of three years.
- DEFENSIVE : The goal is to seek the best profitability with a high level of security. Assets are mainly invested in interest rate products, but excluding equity securities (equity securities) on an ancillary basis (up to 30% of the value investment). The recommendation of this investment is at least two years.
Our management philosophy
For many years, our managers have preferred a “stock-picking” strategy in the management of mandated accounts. The selected companies are subject to in-depth analysis, in particular regarding their financial structure, the quality of the management, their business strategy and their ability to generate strong and sustainable growth.
We maintain a privileged relationship with these companies by regularly meeting the managers and following closely the evolution of the results. We don’t have a specific kind of management (“growth”, “value”, “sector” …) Which allows us to be interested in any company in which we identify a potential.