Discretionary Portfolio Management
Put your portfolio in the hands of our trusted experts
With our discretionary portfolio management services, you can rely on our professionals to seize market opportunities in accordance with your risk appetite. We will sit down with you to pinpoint your investment preferences – i.e., whether you prefer a more conservative or more aggressive approach – and your financial objectives, and pick the most effective strategy in line with your investor profile. What’s more, you’ll have your own Carmignac advisor you can turn to with questions as your needs change. Your savings will be invested in Carmignac investment funds on a securities account or on a life insurance policy through partner firms.
The first time you meet with your advisor, you will fill out a detailed questionnaire and discuss important information about your financial objectives, investment horizon and risk profile. Based on this assessment, your advisor will suggest an overall investment approach and help you select which of our four portfolio types – Prudent, Balanced, Dynamic, and Growth – is right for you.
Two portfolios with moderate exposure to stock markets
- Targets steady returns with low exposure to stock markets
- Stock-market allocation: 0%–30%
- Investment horizon: >3 years (short-term to medium-term)
- Targeted risk indicator:* 3
- Targets steady returns and capital appreciation, with moderate exposure to stock markets
- Stock-market allocation: 15%–60%
- Investment horizon: >4 years (medium-term)
- Targeted risk indicator:* 4
Two portfolios with greater exposure to stock markets
- Targets primarily capital appreciation through high exposure to stock markets
- Stock-market allocation: 30%–100%
- Investment horizon: >5 years (medium-term to long-term)
- Targeted risk indicator:* 5
- Targets substantial capital appreciation through high exposure to stock markets, despite the ensuing volatility
- Stock-market allocation: 70%–100%
- Investment horizon: >5 years (long-term)
- Targeted risk indicator:* 6
Our Discretionary Portfolio Management Team
Our discretionary portfolio managers are an integral part of the Carmignac asset management team. They draw on the expertise housed across our firm as well as on the targeted, in-depth analyses carried out by Carmignac specialists.
Do you want to invest?
Meet one of our private managers for a personalised initial discussion of your options, no strings attached.
Call us between 9am and 6pm, Monday to Friday:01 70 61 25 00
Request an appointment to meet a private manager via this form:Contact us
Discretionary Portfolio Team
You will be assigned a private banker who keep you informed of the latest developments in your portfolio and answer any questions you may have.
Director, Wealth Management Services
Head of the Carmignac Wealth Management Team, France
Occitanie & Haute-Normandie region
Nouvelle-Aquitaine & Basse-Normandie region
Nicolas de Menthon
Bretagne & Pays de Loire region
Wealth Management Assistant
Learn about our other Wealth Management Services
Investment Advisory Services
Draw on our expert advice to make the right investment decisions
Self-Directed Investment Services
Manage your own portfolio in total autonomy