Our Discretionary Management
We offer bespoke discretionary management services for private and institutional clients
Tailor-made investment solutions with our personally dedicated managers
Eurinvest Partners’ discretionary investment management ensures that your portfolio is constructed, managed, and monitored accordingly to your individual aspirations and needs in a flexible manner.
Throughout the whole investment process, you will closely collaborate with one of our dedicated and trustworthy managers allowing a full transparency with a total alignment at your best interest.
To assess each client profile, we defined three types of investment mandates: [Defensive, Flexible and Growth], each bearing its own specifics risk-return features. These mandates are used as bedrocks on which we build your tailor-made portfolio.
Our discretionary services are available for clients with a minimum of €1.000.000 to invest.
Improve your wealth management
Full access to our expertise
Benefit from Eurinvest entire scope of expertise: Holdings, Equity, Alternative and Funds Open Architecture.
Best-suited solution
Collaborative process enables our managers to construct a portfolio matching your risk-return profile following your individual wishes and other financial commitments
Cost control
Our management fees are specifically competitive with an exclusive access to cost-efficient funds share classes
Dedicated Managers
Exclusive relationship with your trustworthy manager acting at your best interests and with absolute transparency on decisions
ESG consciousness
Adopt an ESG mindset by investing in our best-in-class ESG third-party funds and make your investment beneficial for the society
Alternative Investment
Benefit from the possibilities inherent to derivatives instruments to catch opportunities
Discretionary Management Milestones
- We determine your investment profile accordingly to European financial regulations based on your financial knowledge, financial needs, investment horizon, risk appetite, performance expectations, as well as personal investment preferences (ie. ESG)
- Based on your investment mandate, your dedicated Manager will construct a tailor-made investment portfolio: a blend of Eurinvest Partners’ solutions and third-party funds, matching your needs and interests
- Constant and close monitoring of your portfolio with formal reporting. Moreover, our experts will be available at any time to discuss ideas, answer questions and plan future ventures
- Regular re-assessment of your investment profile depending on your evolving situation that may substantially affect the management of your assets
Jean-Marc Michelet
Chief Executive Officer
Yves Colot
Chief Financial Officer
Our four mandate define their own risk-return strategies, following their specified investment constraint. Indicative return shown below, based on our model portfolios, illustrate the difference in investment approaches and objectives
Your main objective is to preserve capital, prevailing return targets.
Your portfolio will hold a minimum level of risk assets which cannot exceed 30% of your portfolio.
Managers may use hedging instruments to prevent capital loss.
The optimal investment horizon is three to five years.
Defensive Profile Asset Allocation
* Indicative asset allocation based on our model portfolios in order to illustrate the difference in investment approaches and objectives
Your objective is to grow your capital while accepting a predetermined amount of risk.
Managers can increase risk asset exposure to a maximum of 80% of your portfolio through a flexible allocation across multiple asset classes: equities, fixed income and cash.
They may also use derivatives instruments (options, futures) for hedging purpose.
The optimal investment horizon is five to seven years.
Flexible Profile Asset Allocation
* Indicative asset allocation based on our model portfolios in order to illustrate the difference in investment approaches and objectives
Your objective is to achieve the highest return possible.
The managers can increase the risk asset exposure of your portfolio to 100%, with a permanent minimum of 50%. This type of discretionary mandate can lead to substantial loss of your capital during market downturn. To prevent these events, managers may use derivatives instruments to temporally hedge your portfolio.
The optimal investment horizon is seven to ten years.
Growth Profile Asset Allocation
* Indicative asset allocation based on our model portfolios in order to illustrate the difference in investment approaches and objectives
Your objective is to achieve returns in different market conditions.
The managers can increase the risk asset delta exposure of your portfolio to 150%, with a minimum of -50%. This type of discretionary mandate can lead to substantial loss of your capital.
It differs from traditional investment as it benefits from the infinite possibilities inherent to derivatives instruments and various underlyings. The optimal investment horizon is seven to ten years.
Alternative Profile Asset Allocation
* Non-exhaustive list
