Investment Solutions
Discretionary Management
Richelieu Invest
For investors wishing to diversify their investments
The investment policy, managed by our Group strategist, coupled with a rigorous selection of open-architecture financial instruments and direct equities, enables us to create portfolios within life insurance contracts, capitalization contracts, or securities accounts and PEA.
Our offering stands out for a high proportion of international equity investments outside Europe (including within PEA accounts), thematic choices, and rigorous monitoring of the bond market across all sub-segments (Investment grade, High yield, sovereign…), a source of long-term performance.
Our teams can also assist you in defining a tailor-made management policy as part of our dedicated offering.
Our Mandates
Premium Richelieu ( €500k)
Richelieu Dedicated (>€1m)
Structured Products Mandate (>€500k)
Our Investment Process
Our investment process is based on two interdependent approaches: macroeconomics and investment themes.
We constantly seek to capitalize on the different phases of the economic cycle.
SELECTION OF ASSETS
Collective Investment Schemes
- Quantalys Rating
- Performance
- Rankings
- SGP Meetings
- Assets Under Management
- SFDR
ETF
- Replicated Index
- Tracking Error
- Pricing
- Quotation Range
DIRECT EQUITIES
- Valuation
- Growth Prospects
- Debt
- Upside Potential
- ESG Rating
We operate on an open-architecture basis and select the most suitable investment vehicles, based on quantitative and qualitative analysis, drawing on the recommendations of our research providers and our own expertise, while integrating our in-house range.
An independent team dedicated to risk control works closely with the management teams throughout the investment process to ensure the mandate’s compliance with client requirements and expectations.
