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Management Styles |
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Introduction to Asset Management Styles
The aim is to offer you the benefits of a full range of advices, products and services available from a genuine private bank.
1- Your personal situation is unique and may prove to be very complex depending on your individual objectives: to provide for your future, or that of your children, through asset growth; to integrate an international dimension for your assets, etc.
We wish to put to use our wealth management expertise for all your financial assets; whether for:
- financial assets: securities, personal business assets, private equity holdings, etc.
- or non-financial assets: properties and real estate, forests, art collections, etc.
... so as to build a real wealth management strategy adapted to your needs.
Together with you, we carry out a global wealth diagnosis and define scenarios of wealth evolution to be brought into play in order to:
- optimise the structure and the management of your financial assets;
- anticipate and prepare the major stages in your life or that of your family.
2- Putting this wealth management strategy into practice calls for all the different expertise within our wealth management business.
Every investor is unique
Depending on your personal nature and your investment profile, we can offer you different assets management styles: Discretionary Portfolio Management and Investment Advisory.
Discretionary Portfolio Management
In delegating the management of your financial assets to us, you have access to a diversified and innovative choice of management styles, some of which are not always available for a private investor.
We offer a wide range of management methods:
- management based on a selection of the best funds available on the market,
- management with an alternative component (rigorously selected hedge funds),
- management with an absolute performance objective, etc.
Investment Advisory
Should you prefer to make your own investment decisions, you can opt for Investment Advisory and thus benefit from the support of specialists in the BNP Paribas Group for:
- financial research and analysis,
- comprehension and anticipation of trends on the capital markets,
- seeking out investment opportunities,
- portfolio monitoring.
Your investment profile mainly takes into account your investment objectives, reference currency, risk tolerance and time horizon.
We offer you complete and tailor-made solutions according to your investment horizon, financial situation, performance objectives and risk profile.
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