Each client has a unique set of needs, that demand prudent and objective attention. Only with an array of efficient financial tools can these needs be properly addressed and appropriate solutions found.

At Crédit Agricole Private Banking, we are very cautious in our product choices and we will not offer you a product unless we have comprehensive and verified information about it. Faithful to our roots, we uphold the values of a bank guided by common sense.

• We start by making a thorough analysis of your wealth situation. This allows us to design customised strategies for your asset holdings and estate planning. Together we identify your risk / reward objectives and your investment style and horizon. Each portfolio is then monitored on a permanent basis to make the most of the opportunities identified by our expert teams.
  
  When it comes to managing your portfolio, you have several options :
  • You entrust some or all of your assets to our managers under a discretionary mandate.
  • You manage your portfolio with advice from our specialists under an investment advisory mandate, forex mandate and / or private equity advisory mandate.
  • You manage your portfolio independently with your account manager, taking advantage of our extensive range of products and services selected on an open architecture basis (private equity, structured products, real estate, forex, precious metals, funds, etc.).