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Putting our clients’ interests at the heart of our solutions

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Presentation

Mutual funds to grow our clients’ wealth

Our mutual funds allow private banking clients to capture the potential of bond and equity markets through active, bespoke management. It all starts with a dialogue focused on our clients’ objectives and the best way to meet them.

Our assets

Personalised assessment

Before directing his clients towards a fund, the private banker considers their investment profile and preferences, in order to select the right vehicle in terms of asset allocation, risk level and investment horizon.

Top-down and bottom-up allocations

Our asset management approach is based on a process combining top-down and/or bottom-up analysis, enabling an allocation consistent with the macroeconomic outlook and/or favouring high potential stocks.

Active management

We adapt our fund allocation to market changes. When it comes to our wealth fund, we compare its initial allocation to our clients' wealth objectives.

Exclusive market access

Through our funds, our clients invest in markets reserved for a discerning clientele, such as the foreign financial and money markets, managed by professionals.

Transparency

In addition to providing our clients with the regulatory documents approved by the Autorité des marchés financiers (AMF), we make sure they fully understand the selected fund(s) and associated risks.

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Our mutual funds

QBP Bond Allocation Part I

The fund invests in Investment Grade and High Yield sovereign and corporate bonds covering all currencies and regions. The objective is to outperform the IBOXX Euro Corporate Overall index plus 1% over a 5-year investment horizon.

QBP Bond Allocation Part C

Mainly invested in shares of European listed companies, this thematic fund allows investors to seize opportunities linked to the energy, digital and demographic transitions. It aims to be a sustainable part of our clients' asset management strategy.

QBP Bond Allocation Short Term Part I

This fund includes Investment Grade and High Yield corporate and sovereign bonds denominated in euros. The objective is to outperform the IBOXX EUR Corporate 1-5 Year index over the recommended 3-year investment period.

QBP Bond Allocation Short Term Part C

This diversified wealth fund invests in listed equities and bonds, directly or via other investment vehicles, without geographical, sector or currency constraints. It offers a balanced allocation to capture different pockets of performance and optimise our clients' wealth.

Past performance is not a reliable indicator of future performance and is not constant over time. The funds listed present a risk of capital loss.

A collective conviction-based asset management, an open range adapted to the needs of our clients.

Philippe Lemoine

Head of Equity Portfolio Management