{"id":14881,"date":"2021-12-07T15:26:23","date_gmt":"2021-12-07T14:26:23","guid":{"rendered":"http:\/\/banquerichelieumonaco.com\/gestion-discretionnaire\/"},"modified":"2023-08-23T15:17:34","modified_gmt":"2023-08-23T13:17:34","slug":"discretionary-management","status":"publish","type":"page","link":"https:\/\/banquerichelieumonaco.com\/en\/discretionary-management\/","title":{"rendered":"Discretionary management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"14881\" class=\"elementor elementor-14881\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-2b4bb19 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"2b4bb19\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-e8e3f3c\" data-id=\"e8e3f3c\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cc8f140 elementor-widget elementor-widget-spacer\" data-id=\"cc8f140\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-404147f\" data-id=\"404147f\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-73dcb65 elementor-widget elementor-widget-spacer\" data-id=\"73dcb65\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-47f9cbe elementor-widget elementor-widget-heading\" data-id=\"47f9cbe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\"><b>Discretionary<\/b> management<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef0ea81 elementor-widget elementor-widget-spacer\" data-id=\"ef0ea81\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-5052e4c elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5052e4c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-394c344\" data-id=\"394c344\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7516bc4 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7516bc4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The client-centricity in our investment philosophy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a38c3d elementor-widget elementor-widget-text-editor\" data-id=\"5a38c3d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Listening and hearing the need of our clients are part of our DNA.<\/strong><\/p><p>The expertise of our local investment team in Monaco helps provide a personalized service to our clients.<\/p><p>Our team of experienced portfolio managers, dedicated to asset management, work together with your private banker to offer you management mandates that meet your needs in terms of objectives, investment horizon and risk.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-08f4bd5 elementor-widget elementor-widget-spacer\" data-id=\"08f4bd5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-8144c0a elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8144c0a\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ff9935d\" data-id=\"ff9935d\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-00ded11 elementor-widget elementor-widget-text-editor\" data-id=\"00ded11\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Your portfolio manager and your banker are both at your disposal for a detailed update on your portfolio on a regular basis.<\/p><p>We adopt a flexible investment policy, in response to changing markets, while seeking to optimize the risk-return ratio.<\/p><p>Our philosophy is based on convictions, paired with a local experienced team, which develops your investment strategy with you and your Private Banker, with the support of our group&#8217;s investment professionals\u2019 expertise and a selection of the top independent analysts. Management decisions are taken locally by your dedicated portfolio managers.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a5d8256 elementor-widget elementor-widget-text-editor\" data-id=\"a5d8256\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Transparent communication<\/strong><\/p><p>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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-cbe43fa founded-wrap\" data-id=\"cbe43fa\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6a7ff45 elementor-invisible elementor-widget elementor-widget-image\" data-id=\"6a7ff45\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1707\" height=\"2560\" src=\"https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-scaled.jpeg\" class=\"attachment-full size-full wp-image-16844\" alt=\"\" srcset=\"https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-scaled.jpeg 1707w, https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-200x300.jpeg 200w, https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-683x1024.jpeg 683w, https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-768x1152.jpeg 768w, https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-1024x1536.jpeg 1024w, https:\/\/banquerichelieumonaco.com\/wp-content\/uploads\/sites\/4\/2023\/06\/AdobeStock_233926448-1366x2048.jpeg 1366w\" sizes=\"(max-width: 1707px) 100vw, 1707px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-13b54e8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"13b54e8\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-dedc667\" data-id=\"dedc667\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8e27714 elementor-widget elementor-widget-heading\" data-id=\"8e27714\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our long-term approach reflects the asymmetric risk appetite of our clients<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-beaf366 elementor-widget elementor-widget-heading\" data-id=\"beaf366\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Our investment philosophy is built on two key elements:<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-362ec68 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"362ec68\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3e7a7ca\" data-id=\"3e7a7ca\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7e14275 elementor-widget elementor-widget-text-editor\" data-id=\"7e14275\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>An asymmetric risk management<\/strong>: we apply an asymmetric approach in order to limit losses as much as possible. The risky asset allocation can even be reduced to zero in the event of a very negative view on the markets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c5982cd\" data-id=\"c5982cd\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e0eff86 elementor-widget elementor-widget-text-editor\" data-id=\"e0eff86\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>A management of convictions<\/strong>: our convictions lead to an active management; your portfolio is not managed according to benchmarks.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Discretionary management The client-centricity in our investment philosophy Listening and hearing the need of our clients are part of our DNA. The expertise of our local investment team in Monaco helps provide a personalized service to our clients. Our team of experienced portfolio managers, dedicated to asset management, work together with your private banker to<\/p>\n","protected":false},"author":1,"featured_media":17045,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-14881","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/pages\/14881","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/comments?post=14881"}],"version-history":[{"count":4,"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/pages\/14881\/revisions"}],"predecessor-version":[{"id":17804,"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/pages\/14881\/revisions\/17804"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/media\/17045"}],"wp:attachment":[{"href":"https:\/\/banquerichelieumonaco.com\/en\/wp-json\/wp\/v2\/media?parent=14881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}