Asset Management
You will find the solution you are looking for in our broad range of services, regardless of whether you're investing for a client, looking for selected products or seeking direct access to a market specialists.
Your personal Crédit Agricole Private Banking manager will study your specific wealth situation and financial goals. Backed by our tax and market experts, your manager will recommend an investment strategy that fits your profile and expectations.
Management Tools
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Discretionary portfolio management is designed for clients who want to delegate management of their financial assets to a team of specialised managers. -
Some investors want direct access to our market specialists. To meet this demand, we offer the services of our Advisory department experts. -
The real estate teams of Crédit Agricole Private Banking offer personalised services, including advising, arranging and financing real estate investments. -
Promoting innovation, exploiting technologies, partnering with entrepreneurs, driving regional development and leveraging tax advantages are just some of the benefits of private equity. -
The Crédit Agricole Private Banking investment funds team offers access to the world’s most successful asset managers through a unique selection of investment funds. -
The structured products teams of Crédit Agricole Private Banking work with clients who want to invest in vehicles linked to all kinds of underlying instruments, such as equities, fixed income, currencies and commodities. -
Currency markets are still the most liquid markets, now more than ever. Currencies can be considered a separate asset class for investors interested in multiple markets. As a result, daily trading volumes on international currency markets have tripled since 1992, reaching close to USD 3.2 trillion.
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