Discretionary Management

Our private management service is available from €250,000. The management mandate enables you to delegate the transactions on your account to Dorval Asset Management, according to the strategy defined together with your manager.

 

The private management investment philosophy at Dorval Asset Management is based on active and flexible management. We adjust the portfolios to address changes in the economic and equity market environment.

We reconcile macroeconomic and microeconomic data, according to the scenario developed by our team of experts. We discuss with renowned economists and specialists on a regular basis. At the same time, we meet with numerous corporate executives and analyse microeconomic data as well as their real impact by visiting companies.

Lastly, in order to protect and make the managed assets of our investor clients more sustainable, particular attention is paid to the valuation of companies in which we invest.

 

The flexible mandates that we offer provide a solution to your concern about the right time to invest, the choice of assets and their allocation:

 

Management mandate Minimum - maximum equities Risk scale*
FLEX 25 0 - 25%
1 2 3 4 5 6 7
FLEX 50 0 - 50%
1 2 3 4 5 6 7
FLEX 75 0 - 75%
1 2 3 4 5 6 7
FLEX 100 0 - 100%
1 2 3 4 5 6 7
PEA 0 - 100%
1 2 3 4 5 6 7
PEA-PME 0 - 100%
1 2 3 4 5 6 7

* 1 corresponds to a low but non-zero risk, 7 corresponds to the highest risk level. Less risk means lower potential return, on the contrary high risk means high potential return.

 

These strategies can be applied for the following investment vehicles:

Dorval Asset Management advantages

The portfolios are made up of shares directly and/or funds. The first are shares in European companies of any size, while the funds are selected based on an open architecture model among all European management companies.

The advantage for the clients:

Holding shares directly enables more sophisticated management as the managers are able to invest in the companies that correspond to their strong convictions. This also makes it possible to exclude the sectors of activity they consider least attractive.

The accounts are managed in total independence without reference to any index, by taking into account your objectives, your investment horizon, your sensitivity to risk, our asset allocation strategy and our management principles.

You will receive information on the transactions and the results by post, by internet and, above all, by regular contact with your manager who will support you in the long term.

Dorval Asset Management is approved by the French Financial Markets Authority (AMF) under no. GP 93-08 and registered with ORIAS under registration number 14003741.

For further information please contact Eric Frénois, Head of Discretionary Management
on +33 (0)1 44 69 90 42 or by email: 
eric.frenois@dorval-am.com

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