Portfolio Management
Are you looking for an approach adaptable to your level of involvement in the management of your portfolio? BNP Paribas Wealth Management allows you to choose how much you would like to delegate.
Whether you wish to manage your assets yourself, as you are already well-informed on market trends, do it in collaboration with our specialists, or just eliminate the day-to-day hassle of portfolio management, we can provide you with the solution most adapted to your needs, and expectations. BNP Paribas Wealth Management has three portfolio management solutions at your disposal:
Discretionary Portfolio Management (DPM) allows you to delegate the management of your portfolio to our management teams.
Evolving financial markets are complex and require considerable involvement and analysis. Similarly, the opportunities and risks inherent to investments require constant attention. And yet, your time is precious.
When you choose to use our Discretionary Portfolio Management, you delegate the analysis, selection of the best investments and constant monitoring of your portfolio to our team of portfolio managers, who leverage not only their own experience and savoir-faire but also the expertise of numerous financial specialists (in investment strategy, asset allocation, etc.). To make the most of every investment opportunity, we implement active management to respond to market changes and to meet your investment objectives and fulfil your wishes in terms of return and risk.
We offer you a global service and tailored assistance through our wide range of asset allocation solutions, thematic mandates and our bespoke portfolio management offering, providing you with a whole spectrum of investment styles suitable for your investor profile.
Advisory Services will supply you with our specialists’ recommendations for investing in the capital markets, afford you assistance in the management of your portfolio and provide careful monitoring of your positions.
You want to play a key role in managing your assets but would like active monitoring of your positions and advice from our specialists? With our Advisory Services, you maintain a privileged relationship with your Private Banker, who takes a hand in managing your portfolio and guides you in your decision-making by providing you with key market information provided by:
- A team of buy-side analysts who provide detailed sector analysis, and investment and trading lists of stock;
- An Advisory Desk team which, after a thorough screening process, provides a list of the best picks, investment opportunities and arbitrages as well as recommendation updates;
- A local trading desk providing efficient execution on all instruments.
Our Advisory Desk offers you solutions that vary according to your desired degree of involvement. No matter what you choose, you will benefit from our proprietary portfolio construction method as well as a regular and personalized review of your wealth situation, while at the same time always remaining abreast of market opportunities.
Execution Services provide you with direct access to our trading desk.
Are you well-informed, do you wish to manage your assets yourself? We can organize direct access to our trading desk for you. Banking with BNP Paribas Wealth Management will offer you a privileged access to our portfolio construction recommendations. We will take care of all the administrative aspects for you, such as order execution, reporting and more.
Our Execution Services provide you with dedicated, experienced staff who will facilitate your access to international coverage of equities, bonds, derivatives, forex and precious metal markets.
Strategic Asset Allocation
Are you an ultra-high net worth individual looking for a global and consolidated view of your wealth structure, associated with key risk and return indicators and a qualitative diagnosis? Our exclusive Strategic-A tool does that: based on your specific objectives, projects and constraints, our team of experts analyses the strategic asset allocation of your wealth and highlights potential improvement areas.
Strategic-A is a powerful decision-making tool that helps you to identify and clarify key strategic asset allocation guidelines for the future, for instance in a transmission context or following the sale of a company when there a significant amount of cash to invest.
Key steps of a Strategic-A analysis are the following: first of all, our experts give you a consolidated picture of your global wealth by asset class, whatever the bank, whatever the asset, including illiquid and unlisted assets (such as direct Real Estate, Private Equity, private companies, land …); then, based on our robust proprietary quantitative modeling, they provide you with a thorough risk-return diagnostic of your wealth allocation; finally, they investigate and modelise potential scenarios to optimise your portfolio allocation in order to better reflect your investor profile and your specific needs.
Strategic-A‘s unique and educational approach, which helps you decide key allocation objectives for the long run, can serve as a pertinent discussion basis for the transmission to the next generations.
By integrating your personal objectives and needs, our Strategic-A experts offer you a highly personalised and valuable view on relevant and efficient allocation choices for your wealth for the future.