Investment Advisory

Investment consultancy is a custom-made and proactive service for investors who wish to maintain a certain autonomy, while still staying supported.

It is inscribed in a long-term trust relationship resulting from regular communication with your Advisor.

Our experts are always available and cover the following classes of assets :

European and International Shares and Bonds
UCITS : in addition to our in-house funds managed by Richelieu Gestion, you will gain access to a selection of over one hundred of our open architecture investment funds
Exchange Market for G10 currencies on spot and futures operations
Structured Products through arrangements conceived to meet yours need.

Only clients with over €500,000 in financial assets are eligible for this service.