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Private Client Portfolio Management

Ecofi Investissements proposes full service mandate in portfolio management for private clients.

Our firm has devised a conception underscoring engagement (responsibility) in the approach towards investing on behalf of private clients.

  • Open architecture by choosing the best funds in the marketplace;
  • Continuing progress in transparency and investment process;
  •  Ready access to portfolio managers.

Ethical portfolio management also combines specific screening of funds for investment on themes of sustainable growth (environment, health, education among others), socially responsible investment (SRI), and social investing. This screening service is available on demand to meet client expectations looking for more engaged financing and for investing in responsible as well as relevant products.

Upon defining with the client his/her investment profile (financial situation, risk tolerance, investment horizon), the manager builds an asset allocation and appropriate portfolio. Close up with markets and client needs, the private client manager will be proactive in modifying the portfolio in light of investment opportunities and expectations of the client investor.

With the goal of offering each client suitable quality service, Ecofi Investissements has opted to propose different portfolio configurations for account mandates entrusted to us:

  • Defensive portfolio
  • Prudent portfolio
  • Mixed portfolio
  • Dynamic portfolio
  • Dynamic PEA portfolio (equity tax-exempt)

A half-yearly report is sent to you informing the evolution of your portfolio and the financial market environment.
Custody of your investments is ensured through opening a specific account with one of our partner custodians.
Private client portfolio management is also qualified to accompany you on any asset or tax issue.

Access to custodian links

 

                   
 

You wish to entrust us with capital to invest within the framework of a mandate?

You will then proceed to open an account with our custodian and sign an investment mandate fulfilling your objectives. Subsequently we will execute buy/sell operations on your account. The minimum amount of capital upon inception is € 75,000.

In such case, there are multiple advantages:

  • You benefit from a privileged relationship with a professional attentive to your priorities for managing your savings and assets. He integrates your financial and family circumstances, yet also an ethical dimension of usefulness regarding your investments.
  • You benefit from preferential fees for subscription and holding our funds: reduced entry charge (below 0.50%) and limited account charge for securities custody. You hence avoid adding multiple layers of expenses through intervention of several financial establishments.

Contact

T.:  +33 (0) 1 40 23 27 53
philippe.chalvet@ecofi.fr