Wealth management

How can you help your clients to grow their capital whilst limiting their exposure to risk in the financial markets? By providing access to global investment opportunities, Amundi has developed specific wealth management solutions to address this question.

Our goal: capital growth and wealth management

Supporting you in your search for capital growth is our priority. In an environment of increasing market volatility, which escalates the chance of loss, Amundi steps up with a long-term wealth management approach. We aim to capture potential market growth using a rigorous risk-monitoring framework.

An active and flexible management approach

Our wealth management strategies are based on two key factors: the flexibility to adapt to changing market conditions and the ability to invest in a wide range of asset classes. Portfolio diversification gives you access to greater potential revenue. Using this flexible approach we aim to deliver positive returns when the markets are rising and limit losses when they are falling. However, greater flexibility also entails greater risk.

Asset allocation is based on our expectation of market movements and the risks associated with each asset class. When these risks occur, it may lead to a decrease in the value of the fund.

Expert Talk

Pascal Blanque Fond Uni

Pascal Blanqué

Chief Investment Officer

"With so much uncertainty in today’s global economy and financial markets, finding an investment strategy that is right for you is a challenge. That is why Amundi focuses on supporting you in new and innovative ways."

Investment solutions that meet your objectives

Amundi has designed a fresh approach to help you provide the best support to your clients. Our active and flexible strategies are accessible through a range of investment solutions. Each of them has specific objectives in terms of risk and expected return. You can select the investment strategies that suit your objectives and alter their weightings in response to changes in market conditions.

Amundi Patrimoine monthly review

Loïc Bécue, Head of Global Balanced portfolio Retail Networks & Manager of Amundi Funds Patrimoine

Amundi Patrimoine monthly review

This information is exclusively intended for “Professional” investors within the meaning of the MiFID Directive 2004/39/EC of 21 April 2004, and articles 314-4 and following of the General Regulations of the AMF. It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act.

This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”).

Investing involves risks. The performance of the strategies is not guaranteed. In addition, past performance is not in any way a guarantee or a reliable indicator of current or future performance. Investors may lose all or part of the capital originally invested.

Potential investors are encouraged to consult a professional adviser in order to determine whether such an investment is suitable for their profile and must not base their investment decisions solely on the information contained in this document. 

Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi, for any third person or entity in any country or jurisdiction which would subject Amundi or any of its products to any registration requirements within these jurisdictions or where this might be considered unlawful. 

This information is provided to you based on sources that Amundi considers to be reliable, and it may be modified without prior warning.

Our solutions do not offer a performance or capital guarantee and present a risk of capital loss