Our Private Asset Management Service
Establishment, valuation, protection or transfer of a capital sum? Generating additional income? Whatever your objective, Financière de Champlain offers its private clients a customised solution through a Management Mandate for the capital sums invested.
You are in direct contact with your private asset manager who is your personal adviser in the management of your portfolio and more generally for wealth advice.
After analysing your needs and taking into account your financial, professional, family, and tax situation, he works with you to devise a customised asset allocation strategy and defines a global investment strategy.
The asset allocation will be regularly revised in accordance with financial and economic developments. The same will happen if there is a change in your objectives.
we provide regular and clear information. You will therefore receive a notification of each new operation. A portfolio statement is sent to you regularly, monthly or quarterly, as well as a half-yearly management report.
You can also check your account on the internet at any time.
Your dedicated private asset manager will also select the most suitable vehicle for your investment: PEA, ordinary account, segregated account, fixed annuity contract, life assurance.
Of course, your investments are safe. Your holdings will be entrusted to two well known banks: Companie 1818 (Groupe Caisse d’Epargne) and CM-CIC Securities (Groupe Crédit Mutuel, the 4th biggest French banking group).
Contact and request for information:
Head of Private Asset Management
Contact Philippe CHALVET
The management mandate entrusted to us by our private clients is based on two components to determine together:
1. The management objective
- Active management
- Balanced management
- Prudent management
2. The type of investment mandate
- 100% investment in Financière de Champlain funds
- Multi-management portfolio
- Balanced mandate (direct investment in funds and securities)
A dedicated manager
Your private asset manager works closely with you over the long term and acts as your individual adviser.
He knows your priorities, your personal circumstances and takes decisions to buy or sell based on the objectives which you have established together.
Through regular follow up, he can also assist you in tax declarations for capital gains and ISF.
Depending on your needs and objectives, Financière de Champlain offers a range of life assurance contracts.
Some of these contracts can be the object of a management mandate. These contracts give access to all our funds, as well as a selection of external funds.
Our contracts have been developed in partnership with companies well-known in the world of insurance: Federation Continentale, Dexia Epargne Pension and Mondiale Partenaire.