Our discretionary portfolio management solutions

Euromoney's Private Banking Awards

The discretionary portfolio management BNP Paribas Wealth Management Luxembourg was recognised as Luxembourg's Best for Discretionary Portfolio Management.

On the occasion of the Euromoney Private Banking Awards 2025, the excellence of our discretionary portfolio management service was recognised. François Lucchini, Head of Discretionary Portfolio Management, reflects on the key strengths of our service offering.

HOW DOES BNP PARIBAS WEALTH MANAGEMENT LUXEMBOURG DIFFER FROM OTHER BANKS IN TERMS OF DISCRETIONARY PORTFOLIO MANAGEMENT?

Established for many years in Luxembourg, our international expertise has made us a major player among other Luxembourg banks.

Our 11 portfolio managers, specialised by asset class and with an average of 15 years' experience, play an important role in strengthening customer proximity and trust.

The advantages of our discretionary portfolio management service:

We were among the first Luxembourg banks to be awarded the ESG Discretionary Mandate label by LuxFLAG[1]. We offer a wide range of classic investment solutions as well as labelled sustainable investment solutions.

Our discretionary portfolio management offering is supported both locally and internationally by more than 50 portfolio managers with international expertise in all the main asset classes. As a result, we are able to offer tailored services to meet the needs of all types of clients, from individuals to companies. With the financial markets constantly changing, we continuously train our teams to keep up with new trends in order to maintain and improve our services. The investment decisions of DPM are based on a solid framework, based on the guidelines of the global investment strategy of BNP Paribas Wealth Management. In close collaboration with the group's Economic Research department, the Investment Strategy team ensures a consistent approach across all Wealth Management entities. Our teams draw on a global community of investment strategists and portfolio managers with a robust investment process.

Our offer is transparent and flexible. Our processes are subject to rigorous controls by an independent risk management team.

[1] LuxFLAG: The primary objective of the LuxFLAG ESG Label is to reassure investors that the investment product incorporates ESG criteria throughout the entire investment process while screening 100% of their invested portfolio according to one of the ESG strategies and standards recognised by LuxFLAG.

OUR PORTFOLIO MANAGERS DESIGN PERSONALISED INVESTMENT SOLUTIONS

Whatever your objectives, our specialists design management mandates that are tailored to your requirements and your profile.

Our discretionary portfolio management service is ideal for clients who wish to entrust their portfolio to our dedicated team and benefit from their expertise. Free yourself from the constraints of day-to-day management by delegating the management of your assets to a portfolio manager. Our specialists will continuously monitor the financial markets on your behalf and closely follow their developments.

We have developed a full range of mandates to meet the needs of all customer segments. Responsible investment is also a pillar of our offering, with each range offering sustainable investment mandates, labelled by LuxFLAG. This label has been awarded for the third time in a row to our PMS[2] Balanced SRI Euro and PMS[2] Conservative SRI Euro Mandate, demonstrating the strength of our approach.

[2] PMS: Portfolio Management Solutions is a Luxembourg Undertaking for Collective Investment in Transferable Securities (UCITS).

Regular contact with our portfolio managers ensures a customised approach

We provide comprehensive performance reports, and our portfolio managers are on hand to meet on a regular basis. This means that clients are always fully informed of developments regarding their mandate and have the option of adjusting their portfolio allocation accordingly.

OUR DISCRETIONARY PORTFOLIO MANAGEMENT MANDATES ARE MULTICURRENCY

Make the most of exchange opportunities thanks to a diversified allocation in foreign currency. Diversification into foreign currencies when allocating our mandates allows our portfolio managers to optimise your risk exposure by selecting the least volatile or most stable currency.

Benefit from better coverage thanks to the progressive modulation of your portfolio lines by our specialists.

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