Clients
Our clients’ expectations converge on the same requirement…
- 01Private clients
- 02Professional investors
- 03Wealth advisers
…to invest in international equities with a long-term perspective, understand precisely how portfolios are invested, and preserve their liquidity.
Private clients — Discretionary portfolio management
Constance Associés manages the portion of its private clients’ wealth allocated to global equities.
This arrangement may be implemented through a securities account, a life insurance or capitalisation policy, or a dedicated fund.
Under a discretionary mandate, the investment team makes investment decisions using the same philosophy and process applied across all portfolios.
Professional and institutional investors
Constance Associés also manages long-term global equity allocations for French and European professional and institutional investors, including pension funds, insurance companies, foundations and other asset management firms.
They access this investment approach through Constance funds or dedicated solutions, depending on their regulatory constraints and investment guidelines.
Wealth management advisers & family offices
Constance funds are available to investors advised by wealth management advisers and family offices.
Many of these professionals incorporate Constance’s global equity strategies into the asset allocations they construct for their clients.
One principle. Tailored implementation.
Investing in global equities with a long-term investment horizon: this principle applies to every client. Its implementation is tailored to each client and each fund, according to their objectives, risk constraints and liquidity needs.
Our clients receive strategic notes directly from the investment team whenever market developments or changes in its investment views warrant an update.