Why prefer Discretionary Portfolio Management with BNP Paribas
Wealth Management?
DISCRETIONARY PORTFOLIO MANAGEMENT
You entrust the day-to-day management of your investments to a team of experts. Through designed or fully personalised mandates, your assets are monitored on a daily basis with regular and comprehensive reporting.
Save time
By delegating your investment decisions to BNP Paribas experts, you can focus on what really matters to you.
An international team of experts
To meet your performance, risk and ESG objectives, our award-winning international team of experts manage a broad range of mandates, granting you unparalleled access to global markets and to the entire range of services of a leading group such as BNP Paribas.
Flexibility & Transparency
Your relationship with us is based on trust and listening. We listen to you to propose solutions best-fitted to your needs. Along the way we provide you with regular updates on how your assets are managed and perform. At every moment, we are available to adapt your portfolio to changes in your personal situation and goals.
Peace of Mind
Throughout the life of your mandate, independent and specialized teams monitor the risks associated with your portfolio to ensure it keeps on matching your desired level of risk. You delegate, we control.
You are at the centre of attention of our team of world class experts.
Your Relationship Manager
- is responsible for your global relationship with us.
- helps you define your personal wealth requirements as well as your needs in terms of time horizon, investment objective and risk profile.
- identifies, with you and in collaboration with your DPM team and in line with your risk/return profile, the solution that fits your needs the best.
Your Portfolio Manager
- is in charge of building and managing your portfolio according to your wishes and WM Investment strategy.
- ensures your assets are well diversified and optimizes your return potential while factoring in the risk you are confortable with.
- communicates transparently with you and/or your Relationship Manager so you are aware of how your assets are managed and perform.
Your Risk Manager
- is responsible for the risk monitoring of your portfolio.
- Identifies any deviation and ensures that the investment process, investment universes, risk and performance levels are in line with the guidelines we have defined together.