[DCP] [Header] Gestion sous mandat

Discretionary Portfolio ManagementPut your portfolio in the hands of our trusted experts

Ready to make the financial markets work for you?

With our discretionary portfolio management services, you can rely on our professionals to seize market opportunities in accordance with your risk appetite. We will sit down with you to pinpoint your investment preferences – i.e., whether you prefer a more conservative or more aggressive approach – and your financial objectives, and pick the most effective strategy in line with your investor profile. What’s more, you’ll have your own Carmignac advisor you can turn to with questions as your needs change. Your savings will be invested in Carmignac investment funds on a securities account or on a life insurance policy through partner firms.

The first time you meet with your advisor, you will fill out a detailed questionnaire and discuss important information about your financial objectives, investment horizon and risk profile. Based on this assessment, your advisor will suggest an overall investment approach and help you select which of our four portfolio types – Prudent, Balanced, Dynamic, and Growth – is right for you.

Two portfolios with moderate exposure to stock markets

  • PRUDENT PORTFOLIO

    [DCP] [Mandat] Prudent
    • Targets steady returns with low exposure to stock markets
    • Stock-market allocation: 0%–30%
    • Investment horizon: >3 years (short-term to medium-term)
    • Maximum risk rating:* 3

  • BALANCED PORTFOLIO

    [DCP] [Mandat] Équilibré.png
    • Targets steady returns and capital appreciation, with moderate exposure to stock markets
    • Stock-market allocation: 15%–60%
    • Investment horizon: >4 years (medium-term)
    • Maximum risk rating:* 4

Two portfolios with greater exposure to stock markets

  • DYNAMIC PORTFOLIO

    [DCP] [Mandat] Dynamique
    • Targets primarily capital appreciation through high exposure to stock markets
    • Stock-market allocation: 30%–100%
    • Investment horizon: >5 years (medium-term to long-term)
    • Maximum risk rating:* 5

  • GROWTH PORTFOLIO

    [DCP] [Mandat] Offensif
    • Targets substantial capital appreciation through high exposure to stock markets, despite the ensuing volatility
    • Stock-market allocation: 70%–100%
    • Investment horizon: >5 years (long-term)
    • Maximum risk rating:* 6

With our discretionary portfolio management services, your assets will be invested exclusively in Carmignac funds. There is a risk you could lose some or all of your investment. *Risk ratings range from 1 (lowest risk) to 7 (highest risk). A risk rating of 1 does not mean the investment is risk-free. Risk ratings may change over time.

  • Our Discretionary Portfolio Management Team

    • Our discretionary portfolio managers are an integral part of the Carmignac asset management team. They draw on the expertise housed across our firm as well as on the targeted, in-depth analyses carried out by Carmignac specialists.

    • [Management Team] [Author] Bonenfant Pierre-Edouard

      Pierre-Edouard Bonenfant Fund Manager

For a first personalised contact, call us at
+352 46 70 60 49

  • Discretionary Portfolio Team

    • You will be assigned a portfolio manager who keep you informed of the latest developments in your portfolio and answer any questions you may have.

    • [Development Team] Cornet Mischa

      Mischa Cornet Director, Private Clients Department

    • [DCP] Daxhelet Roselyne

      Roselyne Daxhelet Private Banker

    • [DCP] Schwindling Sabrina

      Sabrina Schwindling Account & Relationship Manager

Learn more about Discretionary Portfolio Management offering

Download Brochure

Learn about our other Wealth Management Services

  • Investment Advisory Services

    Draw on our expert advice to make the right investment decisions

    Learn more

  • Self-Directed Investment Services

    Manage your own portfolio in total autonomy

    Learn more

Client portfolios are invested exclusively in Carmignac funds. These funds may not be available to certain persons or to persons living in certain jurisdictions. Carmignac funds may not be offered or sold, either directly or indirectly, to or on behalf of a US Person as defined in the US Securities and Exchange Commission Regulation S and/or in FATCA. Investors in funds may lose some or all of their capital. The risks and fees associated with funds are described in the funds’ Key Investor Information Documents (KIIDs). These KIIDs, along with the funds’ prospectuses and annual reports, are available on the Carmignac website, www.carmignac.lu, and upon request to the asset management company. KIIDs must be provided to fund investors before they make any investment.