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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.

Our experts analyse economic trends, lay out the most likely macroeconomic scenario and possible alternatives, make microeconomic forecasts and recommend an asset allocation that matches the client’s profile.

They then build a diversified portfolio using various asset classes whose respective weights are set by the investment committee at least once a month, and as often as circumstances require. The entire process is subject to permanent risk controls.

• We have extensive experience in managing on behalf of both private and institutional clients. Furthermore, our managers have access to all of the resources of the Crédit Agricole Group, a banking group with international reach.
  
  We select ranges of Group and non-Group funds (open architecture), equities and bonds. To gain access to expertise outside the group, we form partnerships for hedge funds, commodity funds, and other such vehicles.

• Based on your investment horizon, risk appetite and expected returns, we work together to decide which investment profile best meets your financial investment objectives.
• A personalised approach that combines risk limits tailored to each client with the dynamic asset allocation strategy set by the Investment Committee. Risk limits are adaptable, and can change at any time in response to sensitivity to market risks. As a result, each client portfolio is unique.
• This personalised management approach, using open architecture investments when necessary, is available to accounts of over €5 million or foreign currency equivalents.
• A conservative approach that invests a maximum of 25% in equities. The goal is value creation and capital preservation over a 12-month period.