For around ten years, our specialised team has been providing the Bank’s private clients with access to the world’s leading asset managers through a unique, state-of-the-art process for the selection of investment funds. These funds can either be managed by the Crédit Agricole Group, or by external management companies.

To ensure that the selection and monitoring process is of top quality, half of our team of Geneva-based experts concentrates on fund analysis and monitoring, while the other focuses on advisory activity and client service.

Our Investment Fund team works in cooperation with the Group’s other Private Banks entities in Luxembourg, Paris and Monaco to extend our field of action and make use of our wide pool of expertise.

Rigour and expertise
We have implemented a rigorous selection and monitoring process:

• qualitative analysis: regular monitoring of portfolios to guarantee stable management and compliance with risk constraints
• quantitative analysis: analysis of performances and risk in relation to the type of assets
• audit and due diligence: discussions take place with each manager to determine his resources, his investment process, his management approach and the targeted objective

Thanks to the range and diversity of our offer, we are able to cover all your needs. We propose quasi-systematic coverage in eight currencies, ranging from cash through alternative investment to equities.