Your financial assets
Are you looking for advice on how to build or manage your financial portfolio? BNP Paribas Wealth Management provides you with the information you need to choose the most suitable investments according to your investment horizon and profile
Although there are nearly 2,000 self-proclaimed SRI funds in Europe, there is no universal standard guaranteeing the quality of their non-financial investment approach. Here at BNP Paribas Wealth Management, our SRI team picks the best SRI funds based on the non-financial criteria most suited to the needs of our private clients.
Since 2007, we have built up genuine expertise in SRI and impact investing. Our specialists pick products that generate both financial returns and added social or environmental value, and they also offer a range of services to support your responsible investment activities.
Our proprietary SRI fund evaluation software analyses various criteria: fund purity, quality of the environmental, social and governance (ESG) approach, transparency, voting and commitment policy, sector-based policy and norm-based exclusions.
In order for you to ascertain the real impact of your portfolio, our team also provides you with:
- A detailed diagnosis of your portfolio
- Tailored advice to help you achieve a specific impact goal
Structured investments are sophisticated products that combine bonds and a derivative-based strategy. For clients with a suitable investment profile and sufficient knowledge, they represent an original and effective alternative to traditional financial investments, offering almost unlimited potential for returns from a hugely diverse universe of underlyings.
Structured investments are particularly useful for investing in fragmented or difficult-to-access markets without specific trading constraints, such as having to physically hold or deliver the underlying asset. They help to diversify your portfolio over a pre-determined investment horizon.
BNP Paribas Wealth Management offers you a broad range of structured solutions with customisable features.
Private equity means investing in unlisted companies at different stages of their growth, with a view to creating as much value as possible by supporting their managers’ development strategy.
BNP Paribas Wealth Management has a proven track record of more than 20 years delivering private equity solutions to our clients. Our team of dedicated experts offers an extensive range of exclusive investment opportunities from some of the best-performing private equity funds in Europe, the US and Asia. These funds cover a gamut of different strategies – including leveraged buyouts, growth capital, mezzanine debt and secondary transactions – and enable you to play an active role in the real economy. Our global setup also provides co-investment opportunities for our wealthiest clients.
Alternative investments have become a vital way for institutional and retail investors alike to diversify their portfolios. They are complementary to traditional asset classes.
At BNP Paribas Wealth Management, our dedicated team of alternative investment professionals helps you to pick the best strategies according to your objectives, whether they are to create a portfolio with better resilience in bear markets and/or to generate absolute returns.
We believe that our selection, which is subject to rigorous risk analysis, can reinforce a traditional portfolio by:
- Reducing overall volatility
- Diversifying your investments across different asset classes
- Generating returns that are not correlated to those of traditional asset classes
- Improving your portfolio’s risk/reward profile
With a global network of specialists backed by a robust operational framework, you can count on us for reassuring support as you make your investment decisions.