Investment Advisory Services
Draw on our expert advice to make the right investment decisions
Then our Investment Advisory Services are for you. You can take the lead on your investment decisions with the backing of our in-depth analyses. You’ll be able to choose from a collection of investment strategies that is intentionally limited, but diverse enough to cover the full range of needs and cater to the level of risk you feel comfortable with. With our range of strategies, you’ll have a broad choice in terms of asset allocation and diversification. After weighing up our advice and investment recommendations, the final decision is up to you.
With our Investment Advisory Services, you get:
Support from an experienced wealth manager
- Together, you will sit down to discuss your financial objectives, investment horizon and the level of risk you feel comfortable with. This information will be used to determine your investor profile.
- Your advisor will stay in touch to provide personalised investment recommendations and answer any questions you may have.
An online platform for managing your portfolio
- After logging in to our secure platform, you will be able to view your portfolio statements, profile and a host of other information to help you make the right investment decision. You will also be able to confirm investment transactions.
- Our easy-to-use platform can save you considerable time with all the investment information and services you need right at your fingertips.
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
A diversified Fund range
Investment fads may come and go, but our business model hasn’t changed – we manage just a handful of proven strategies, and manage them to the best of our abilities. These strategies combine our broad experience gained over the years with a sharp eye for new market opportunities. With this approach, we have been able to put together a range of investment funds that cover a large range of clients' needs.
Our Equities team takes a conviction-based approach to stock-picking in international and thematic markets.
We combine investments in fixed income products and international equities using a flexible approach honed since 1989.
Fixed Income management
Our active, flexible approach to fixed income products takes advantage of the main growth drivers in global bond markets.
Investment Advisory Team
You will be assigned a private banker who will 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
Discretionary Portfolio Management
Put your portfolio in the hands of our trusted experts
Self-Directed Investment Services
Manage your own portfolio in total autonomy