Consulting Mandates
You are the ultimate decider when it comes to your choice of investments, but you would like to benefit from professional and personalized expertise and advice.
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As soon as you sign a consulting mandate, we open a shared account for you at BNP Paribas / Lutetia Capital. One of the members of Lutetia Capital’s management board then becomes your privileged contact person. He or she will assist you in your investment choices and manage your holdings according to the objectives you have determined.
- Your advisor will listen to your needs at all times, ensuring that his or her experience and expertise is always at your disposal. Being at the heart of the market, your advisor gives you access to various sources of information and allows you to seize the best opportunities available in the market.
- You are able to be more reactive to the markets’ complexity. Although you retain complete control over your investments and strategy, our services provide additional assurance of an optimal management of your assets.
- Lutetia Capital provides you with regular and detailed reporting of your holdings, which allows you to follow and analyze the management and performance of your portfolio. This is always accessible in real-time on your private page.
Delegated Mandates
A delegated mandate guarantees bespoke management of your assets that suits your unique investment horizon and risk tolerance.
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We work closely with you to define your investment objectives and your profile as an investor, and together determine an investment mandate that will best suit your needs and expectations.
As soon as you sign mandate delegated mandate, we open a shared account for you at BNP Paribas / Lutetia Capital, where you have access to:
- Professional and rigorous management of your assets,
- A personalized service that includes risk sensitivity, reference currency and permanent control over the compliance of our strategic choices to your personal situation
- Best-in-class security thanks to our operational partnership with BNP Paribas
- Complete transparency with detailed reporting of your holdings that you are always able to follow in real-time on
your private page.
