Investment Funds


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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.


These funds may be managed by Amundi, the Crédit Agricole Group’s asset management arm, or by other industry-leading asset managers around the globe.

To select and propose the world’s top performing and most transparent funds, our team of experts meets with fund managers to assess their resources, investment process, management style and objectives. The team then draws up list of recommended funds for each major asset class, which it regularly reviews and updates.

  • Our experts subsequently monitor fund portfolios regularly to make sure each is maintaining a high level of management quality and respecting risk limits.

    This in-depth knowledge of the investment fund universe allows our teams to advise you on your investments with a view to preserving your capital, generating stable performances and reducing risks.

    The primary goal is to manage risks by diversifying as much as possible and properly timing trades. The strategic allocation, based on a medium/long-term economic approach, assigns top priority to asset class selection, followed by geographic region and then economic sector or duration.
A tailor-made offer
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    Much like an orchestral conductor for the wide range of skills and expertise within the Crédit Agricole Group, your financial manager is attentive to your input at every stage of managing your fortune.
     
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    Faithful to its tradition of attentiveness and availability, a team of professionals dedicated to the independent wealth managers division supplies services calibrated to meet the needs of our partners.
     
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    Crédit Agricole Suisse is the best partner for Family Offices offering a wide range of services from the asset management to the tax and estate planning.