Discretionary portfolio management

A personal relationship

Discretionary portfolio management is available to private clients, their families or life insurance policies, subject to certain conditions.

It reflects the Constance Associés model: trust, transparent processes and a disciplined pursuit of performance appropriate to each portfolio.

Life insurance brokerage

Constance Associés may also act as an insurance broker for clients seeking a tailored life insurance solution.

The same investment process

The ESG policy and investment process are shared by Constance Be World, Constance Be America, Constance Be Europe and discretionary portfolios.

Discretionary clients receive a quarterly management report, including look-through information on positions held in UCITS managed by Constance Associés, no earlier than ten days after the end of each quarter.

Without unnecessary structural constraints

The firm was designed to focus on personal relationships, without internal interference or unnecessary structural constraints, with the support of long-standing clients.

Speak with the team

To discuss whether a mandate may suit your circumstances, contact Constance Associés: info@constance-associes.fr — +33 1 84 17 22 60 — 37 avenue de Friedland, 75008 Paris, France.