WEALTH MANAGEMENT

Since its inception, Amiral Gestion has demonstrated the relevance of its asset management philosophy, which is why in 2009, as a sign of confidence, some clients opted to entrust a portion of their assets to private mandates. At Amiral Gestion, these clients and their families benefit from a dedicated team of committed managers attentive to the performance and monitoring of their investments.

A team by your side

Amiral Gestion is known for the commitment of its employees, who are shareholders in the company, as well as in the companies in which they invest through their funds. The Amiral Gestion team consists of ten experienced managers and has remained remarkably stable over time, which is crucial for the performance of client mandates. In addition, clients benefit from a dedicated intermediary, who monitors their entire portfolio.

Our management mandate

The very first step before we start working together is to identify your investor profile. This will allow your portfolio to be personalized according to your requirements, your existing assets and your risk aversion.

Because our dynamic management is based on a selection of equities, we only invest in companies whose development model we can understand and which offer the prospect of long-term appreciation.

Depending on your profile, your portfolio may also be invested in a wide range of instruments – high-yield bonds, listed real-estate companies, precious metals or UCITS – for exposure in certain regions of the world.

Information transparency

Under the wealth management mandate, you will benefit from transparent access to fundamental stock picking management. We will share information with you regarding the business, valuation, strengths, and risks of the companies in the portfolio. Should you have any questions or concerns, your contact can provide further information about the investment dossier.

Optimum taxation

Your portfolio will be managed through the contract(s) best suited to your personal family and taxation situation: share account, life assurance, endowment contract or dedicated UCITS. Regardless of the option chosen, your assets are held by financial institutions, such as CM-CIC Securities, Neuflize Vie and Crédit Agricole Luxembourg.

Warning: past performance is not indicative of future performance
Legal Notice - Regulatory information - Policy for selecting intermediaries
© Amiral Gestion, a French simplified joint stock company (société par actions simplifiée) with 629,983 Euros of share capital - Asset management company authorised by the French Financial Markets Authority under number GP-04000038
Insurance brokerage company registered in the French Register of Insurance Intermediaries (ORIAS) under number 12065490.