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portailprivé, a renewed approach to private asset management
Focused on the clientele and its specific needs, portailprivé has succeeded
in integrating into its independent private asset management process the competency
of an institutionnal management company - specialized in risk management - and
the advantages of a dedicated structure that accompanies and reinforces each stage
of the management.
Guiding principles from this alliance:
- to found all its relationships on true partnership values
- to base performances on the client's clearly defined objectives and on a continuous control
over market risks
- to look for the optimisation of fee structures
- to clearly explain the breakdown of applied fees
- to strictly separate the asset management decisions and the transactions' execution
so as to avoid any conflict of interest
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