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Management Styles |
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Discretionary Portfolio Management
 Management with complete peace of mind.
By choosing Discretionary Portfolio Management, you entrust the entire management of your assets to a professional, experienced and competent team. All your assets are invested according to the Wealth Management Investment Strategy that is decided at each Investment Committee. This management method offers you continuous portfolio monitoring, whatever the market conditions may be.
Active management:
BNP Paribas Wealth Management's investment policy is to aim for added value for your portfolio at all times through active and dynamic management. Thus, your Wealth Advisor will not hesitate to deviate from theoretical benchmarks in order to seek out more interesting opportunities or to protect your capital.
A vast choice of management styles and investment profiles:
- Flexible - Unconstraint Management:
Designed to benefit from a flexible and opportunistic allocation system without any constraints or specific benchmark.
- Reference - Core Management:
Designed to benefit from a large and diversified investment universe by providing the best stock and fund picking with the aim of outperforming a benchmark.
- Satellite - Alternative & Thematic Management:
Designed to offer an alternative to traditional investments by proposing thematic investment universes or management styles.
N.B : The availability of these different management styles may vary depending on Wealth Management locations. Your Wealth Advisor will be able to advise you on the local offering.
Within each management style, we offer you a range of investment profiles to satisfy all your needs whilst optimising the risk/return on your portfolio. Asset allocation (exposure to money markets, bonds, equities and alternative investments) is established on the basis of your investment profile. This is determined according to your performance objectives, investment horizon and risk tolerance.
More information
- To find out more about local Discretionary Portfolio Management particularities, select the country/state of your choice in the Country info rubric in the main menu.
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