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Presentation

Richelieu Finance offers clients wishing to entrust us with their investment portfolio a personalised management service with a private mandate.

 

Richelieu Finance Private Banking
  • Direct, personalised contact with the fund manager:
    A dedicated fund manager is at the disposal of each client. An investment strategy is defined with the client, and the fund manager remains in regular contact with them to review, if necessary, their objectives and priorities.

  • Secure investments with reputable custodians :
    CM-CIC Securities (the fourth biggest French banking group and leader on the custody market).

  • Regular reporting :
    Richelieu Finance is very particular about keeping its clients informed on the development of their portfolios (transaction notices, statements, monthly management reports, etc.) and offers a financial news and information service via its website www.richelieufinance.com.


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Testimonial
Elisabeth Grison : A company director who does not like leaving her finances to chance

“Whether for my personal finances or for those of my company, I find that Richelieu Finance offers the perfect combination of highly experienced managers and their availability to clients at all times.”