Investment Advisory Services

Draw on our expert advice to make the right investment decisions

Want to play an active role in managing your portfolio, while receiving personalised advice from investment professionals?

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

    [DCP] [Picto] Gestion conseillée 1
    • 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

    [DCP] [Picto] Gestion conseillée 2
    • 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.

  • Equity management

    Our Equities team takes a conviction-based approach to stock-picking in international and thematic markets.

    [DCP] [Strategies] 6 stratégies actions

  • Mixed management

    We combine investments in fixed income products and international equities using a flexible approach honed since 1989.

    [DCP] [Strategies] 4 stratégies mixtes

  • Fixed Income management

    Our active, flexible approach to fixed income products takes advantage of the main growth drivers in global bond markets.

    [DCP] [Strategies] 4 stratégies taux
  • 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.

    • 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

  • Discretionary Portfolio Management

    Put your portfolio in the hands of our trusted experts

  • 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.