Credit Mutuel Gestion offers three distinct management plans designed to serve a broad range of investor profiles, from individuals beginning their wealth-building journey to experienced institutions seeking sophisticated mandates. Each plan includes direct access to our AMF-authorised professionals and a clearly defined scope of services. Our tiered structure allows you to choose the level of engagement, diversification, and advisory depth that best matches your financial situation and goals. All plans are subject to regulatory compliance and individual suitability assessment.
Designed for individual investors seeking periodic professional guidance without full discretionary management. Ideal for those who prefer to remain involved in their own investment decisions.
- Annual investment advisory consultation
- Personalised risk profile assessment
- Access to market research reports
- Order reception and transmission service
- Regulatory suitability documentation
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A full discretionary management mandate for individuals and families who wish to delegate day-to-day investment decisions to our team. Best suited for portfolios requiring active, ongoing oversight.
- Full discretionary portfolio management
- Quarterly portfolio review meetings
- Customised asset allocation strategy
- Multi-asset class diversification
- Dedicated relationship manager
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Tailored solutions for institutional clients, family offices, and life insurance policyholders requiring collective management, arbitrage mandates, or brokerage services on unit-linked contracts.
- Collective investment vehicle management
- Unit-linked arbitrage mandates
- Insurance intermediary and brokerage services
- Bespoke reporting and compliance documentation
- Priority access to senior advisors
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