Expert strategies for long-term investment and financial planning

Our unique line-up of wealth management services gives you clear investment solutions for your financial goals. Our dedicated team of experts – an integral part of our asset management firm – can help you plan a secure future.

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+33 (0)1 70 38 56 74

Rest assured that you’ve mapped out a sound financial future with the help of our tax, financial and wealth planning experts
Benefit from our extensive in-house expertise through our highly select, yet diversified range of investment funds
Get tailored investment advice and solutions for managing and expanding your wealth.

Discretionary portfolios are invested primarily in Carmignac funds. These funds may not be available to certain persons aor to persons living in certain jurisdictions. Carmignac funds may not be offered or sold, either directly or indirectly, to or on behalf of a US Person as defined in the US Securities and Exchange Commission Regulation S and/or in FATCA. Investors in Carmignac funds may lose some or all of their capital. The risks and fees associated with Carmignac funds are described in the funds’ Key Investor Information Documents (KIIDs). These KIIDs, along with the funds’ prospectuses and annual reports, are available on the Carmignac website, www.carmignac.fr, and upon request to the asset management company. KIIDs must be provided to fund investors before they make any investment.

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