Tocqueville Finance pledges to protect your financial assets, to help you plan your estate, and to offer investment solutions that provide supplementary income.
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Tocqueville Finance offers you opportunistic, conviction-based and flexible investment management to unlock the potential valuation of various asset classes.
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Several investment packages are available to you, including securities accounts, share savings plans (PEA) and small & mid cap share savings plans (PEA-PME) under investment mandates, as well as life insurance contracts or capitalisation contracts under asset-adjustment mandates.
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Tocqueville Finance follows a thorough asset allocation process and practices diversified management based on a core macroeconomic scenario developed by LBP AM strategists and based on a selection of internal and external funds (SICAVs, FCP funds, etc.), as well as directly held stocks, mostly European ones.
Tailored management mandates
Tocqueville Finance offers personalised investment management mandates based on four risk profiles: conservative, balanced, dynamic and flexible, with full support from the private asset management team.
- Assistance in the “Objectives and Risk Acceptance” diagnosis
- Tailored pricing
- Direct contact with a manager, and detailed performance reports
360° support
Tocqueville Finance wants you to be heard, listened to and understood. Its teams offer you access to expert news analysis, follows up on, and responds to, changes in your objectives and your own environment. Lastly, the private asset management team takes a fully independent approach in selecting the best funds on the market from among a universe of 7000 international funds and also offers you an opportunity to hold stocks directly in your portfolio.