Wealth management

Asset management mandate

EFIGEST ASSET MANAGEMENT aims to meet the needs for proximity, quality service as well as the concern for confidentiality expressed by its high-end customers.

A professional private management service is constituted by an initial and confidential knowledge of its customers, their needs and expectations. The service quality provided to our customers is our only objective. The common good is the sole engine of our development.

We’re constantly inspired in providing a management aiming to make the capital of those who have trusted us yield a profit but also to defend it.

EFIGEST ASSET MANAGEMENT develops an open management offering in order to supplement its own range of funds with a very wide selection of Fia and UCITS funds under French regulations and marketable in France.

For those of our clients who can not materially devote time to the management of their movable assets and decide to grant us a management mandate. Efigest Asset Management has decided to propose them to frame this delegation by choosing an investment profile (from 1 to 7) corresponding to the maximum risk rate that the manager can take. This risk rate is determined according to the client’s patrimonial situation.

Types of Portfolios

Within the defined profile framework, we propose three types of portfolios:

  • shares
  • or mixed funds (UCITS, live stocks and trackers)

Our team offers a strong complementarity of experiences between on-line management and UCITS selection. It is able to respond perfectly to these different types of portfolio management.