Wealth management

The strength of our wealth management services is based on :

• Financial management characterized by a rigorous investment process and a search for long-term performance with controlled risk, within the framework of flexible and conviction-based management.
• Responsible financial management with an investment policy focused on the ESG character of investments according to criteria determined collectively by our experts.
• A quarterly strategic committee, which defines investment orientations and trends, allowing us to regularly refine our portfolio allocation.
• Total independence, allowing us to offer customized solutions to each of our clients. This is why we have built an investment structure with an open architecture and complete transparency. We can access a panel of markets, assets and solutions to adapt portfolios to market changes while protecting and enhancing your assets according to the context.
• We have a broad know-how in asset management and special expertise in small and medium-sized companies in the European and American markets.
• Full availability of our staff and personalized support at all times.

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.

Dedicated fund and management mandate

An investment vehicle that belongs to you,
in line with your objectives and convictions.

What is a dedicated fund ?

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.

The benefits of a dedicated fund

• A personalized investment vehicle, in line with your objectives and convictions;
• A personalized, simplified and transparent management;
• A team at your side, a dedicated contact person;
• A long-term management tool that can be used to diversify your various portfolios.

An SRI approach

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

• Consideration and analysis of extra-financial criteria (Environmental, Social, Governance, Societal);
• Policy of exclusion of controversial sectors;
• A follow-up of the controversies of the issuing companies;
• Consideration of the main negative impacts and sustainability risks.

Why choose Gay-Lussac Gestion ?

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).