Advisory Services

You are an investor who wants to be involved in the decision-making process but still value professional guidance.

Advisory Services is a solution built around 4 main pillars:

We provide continuous support throughout our relationship, helping you adapt your investments to the evolving market environment and any changes in your personal situation and plans.

You build your portfolio based on our recommendations, aligning with your risk tolerance and sustainability preferences, while maintaining control over the final decisions.

Through dedicated meetings with your adviser, as well as our newsletters and digital conferences, we keep you informed with our latest economic and market analyses.

We regularly discuss your investment plans and adjust them as needed to meet your changing needs and personal circumstances.

Discover our strategies

EQUITY STRATEGIES

Access promising opportunities with high conviction and expertise within all equity markets.

Discover all our equity strategies

DIVERSIFIED STRATEGIES

Rediscover our flagship Patrimoine strategies renowned for their highly flexible and dynamic approach.

Discover all our diversified strategies

FIXED INCOME STRATEGIES

Access a range of complementary fixed income Funds, designed to weather the various phases of the economic cycle.

Discover all our fixed income strategies

ALTERNATIVE STRATEGIES

Diversify away from traditional asset classes with our uncorrelated alternative strategies.

Discover all our alternative strategies

Do you want to invest?

Meet one of our advisors for a personalised and non-binding discussion on your investment.

Call us from 9am to 6pm Monday to Friday

01 70 61 25 00

Request an appointment using this form

Discover our solutions:

Discretionary Management

Delegate the day-to-day management of your investment portfolio to a specialist while ensuring complete transparency.

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Self-Management

Invest independently while benefiting from the support of our team.

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The portfolios are mainly composed of Carmignac Funds. Access to the Funds may be restricted to certain persons or countries. In particular, they may not be offered or sold, directly or indirectly, to or for the account or benefit of a "U.S. person" as defined in the U.S. Regulation S and/or FATCA. The Funds present a risk of capital loss. The risks, current charges and other charges are described in the KIDs (Key Information Documents). The prospectuses, KIDs and annual reports of the Funds are available on the website www.carmignac.fr and on request from the Management Company. The KIDs must be given to the subscriber prior to subscription.