For clients who are managed directly or through funds, the goal of the experienced and accessible team of managers is to create value while managing risk, whatever the prevailing economic climate. Comprised of 8 managers and market specialists, the investment committee and the management unit benefit from the skill of CFM Monaco specialists (e.g. the trading room, structured products, forex, etc.) as well as the expertise of Groupe Crédit Agricole experts and external partners.

Risk-profiled discretionary management

The client selects the level of risk from a grid of possible allocations in which equity weighting is the main risk indicator. CFM Monaco then implements a unique investment strategy. The most appropriate investment vehicles (e.g. directly-held securities, trackers, mutual funds) are selected based on the management profile chosen and the specific characteristics of each asset class.

Large account management

Large account management services are offered to clients investing more than EUR 3 million (also available in USD and GBP) who are looking for bespoke portfolio management based on their investment instructions. In order to guarantee the highest level of management quality, managers handle only a limited number of portfolios.


Fund-based risk-profiled management

Fund-based risk-profiled management involves 7 funds: CFM Prudence, CFM Equilibre, CFM Actions Multigestion, CFM Environnement et développement durable, CFM Harmony USD, CFM Gestion Flexible, and CFM Opal.