Discretionary Portfolio Management

Put your portfolio in the hands of our trusted experts

Ready to make the financial markets work for you?

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

  • PRUDENT PORTFOLIO

    [DCP] [Mandat] Prudent
    • 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:* 2

  • BALANCED PORTFOLIO

    [DCP] [Mandat] Équilibré.png
    • 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:* 3

Two portfolios with greater exposure to stock markets

  • DYNAMIC PORTFOLIO

    [DCP] [Mandat] Dynamique
    • 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:* 4

  • GROWTH PORTFOLIO

    [DCP] [Mandat] Offensif
    • 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:* 4

With our discretionary portfolio management services, your assets will be invested primarily in Carmignac funds. There is a risk you could lose some or all of your investment. *Risk ratings range from 1 (lowest risk) to 7 (highest risk). A risk rating of 1 does not mean the investment is risk-free. Risk ratings may change over time.

  • 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.

    • Pierre-Edouard Bonenfant

      Fund Manager

    • Jean-Marc Viguie

      Portfolio Manager

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.

    • Christian Tsocanakis

      Director, Wealth Management Services

      Head of the Carmignac Wealth Management Team, France

    • Alexandre Combes

      Deputy Director

      Occitanie & Haute-Normandie region

    • Denis Breguet

      Private Banker

      Nouvelle-Aquitaine & Basse-Normandie region

    • Nicolas de Menthon

      Private Banker

      Bretagne & Pays de Loire region

    • Sophie Navarron

      Wealth Management Assistant

      sophie.navarron@carmignac.com

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

Client portfolios are invested exclusively in Carmignac funds. These funds may not be available to certain persons or to persons living in certain jurisdictions. Access to the Funds may be subject to restrictions with regard to certain persons or countries. The Funds may not be offered or sold, directly or indirectly, for the benefit or on behalf of a U.S. person, according to the definition of the US Regulation S and/or FATCA. The Funds present a risk of loss of capital. The risk, fees and ongoing charges are described in the KIDs (Key Information Document). The Funds' respective prospectuses, KIDs, NAV and annual reports are available at www.carmignac.fr, or upon request to the Management Company. The KIDs must be made available to the subscriber prior to subscription.