The strength of our wealth management services is based on :
Your assets are important; they evolve according to the major stages of your professional, family and personal life. Key moments in which the Gay Lussac Gestion teams will be able to know how to support and help you.
Combining flexibility, simplicity and freedom, the dedicated fund is a vehicle entirely tailored to optimize the financial management of your family or professional structures.
The dedicated fund is a highly personalized management framework. Our team offers you tailor-made investment solutions, adapting to the requirements of each family, each institution or each CGP partner, through dedicated funds or management mandates.
Our personalized support allows us to better take into account your constraints (financial, regulatory, tax…), your performance objectives, investment horizon and risk appetite. The criteria are customizable, scalable and can include extra-financial data. Our objective is to offer you the best of our award-winning management, by building a solid relationship and a long-term partnership. We ensure maximum transparency and responsiveness in the realization of your reports and in the analysis of performance.
Fully customizable, the dedicated fund or the management mandate invests in securities rigorously selected by our managers and in compliance with the objectives defined at the outset.
It is possible to define an SRI charter, adapted to the client’s wishes
Our teams have recognized experience in the management of institutional mandates and funds dedicated to institutional clients (mutual insurance companies, insurers, pension funds, etc.) and to the clients of our asset management partners, integrating the specific constraints of these players (customized reporting, ad-hoc committees, financial, regulatory and tax constraints).