The Client-centricity in our investment philosophy

Discretionary Management

"Listening and hearing the needs of our clients are part of our DNA"
The stability of the local investment team in Monaco contributes to offer a “client-centricity” service. Delegating the management of your assets to us is a strong sign of trust. Like a team climbing on a rope, it is a partnership based on conviction, transparency and confidence. With over 15 years of investment management experience, our team has been working together for over 10 years. Our portfolio managers constantly monitor and analyze markets trends with a close collaboration with the Private Bankers or directly with our clients. The pro activity in the management of the portfolios is a central focus in order to fulfill our clients’ investment objectives.
Our long-term approach reflects the asymmetric risk appetite of our clients
Our client-centricity is taken into account directly in the investment philosophy which is built on two key elements:
  • An asymmetric approach to risk tolerance
  • The importance of strong convictions : We adopt a flexible investment policy in response to changing markets and to implement the asymmetric risk approach.
Our business model at Banque Richelieu Monaco is based on strong values, paired with a local experienced team. The implementation of the portfolios, the construction, the final decision of the selections stocks, the communication are done by the local investment team.
Transparent communication
Our goal is to build a long-term and strong business relationship based on mutual trust, through transparent communication, especially during periods of increased volatility.