1 - Selecting the best international funds
CFM Monaco offers its private clients access to the best asset managers in the world through its selection of investment funds. This wide range of investment funds depends both on the expertise of Groupe Crédit Agricole's asset management companies (e.g. Amundi, CPR Asset Management, etc.) and on selective, long-standing partnerships with internationally-renowned asset management firms such as Fidelity, JP Morgan, Franklin Templeton, Pictet, BlackRock, Schroders, etc.
CFM Monaco clients benefit from the best management expertise in many currencies and across all asset classes (equities, bonds, money market instruments, alternative management, commodities, absolute return, etc.) on the international financial markets, in the United States, Europe, Japan, Asia, the emerging markets. The rich and diverse range covers the full spectrum of clients' needs.
This selection, follow-up and advisory process is carried out in collaboration with the other entities of Groupe Crédit Agricole's Private Banking Division in Geneva, Paris and Luxembourg. A list of recommended funds is determined on this basis for each major asset class and is reviewed and regularly updated.
2 - A comprehensive local range
For more than 10 years, CFM Monaco has been directly managing both Monegasque and Luxembourg-based funds of funds. (CFM Opal, CFM Prudence, CFM Équilibre, CFM Harmony USD, CFM Gestion Flexible, CFM Environnement Développement Durable and CFM Actions Multigestion), as well as dedicated funds put together at the request of major clients. These funds respect the direction in which clients wish to take their investments and provide access to global and diversified management across all financial markets.
3 - Private equity funds
Private Equity consists of long-term investment (5-10 years) in the capital of unlisted companies at various stages of development. It has become an essential component in the diversification of the assets in large private wealth portfolios as it offer returns that have historically been higher and less volatile than equity market yields.
CGM Monaco offers its large clients exclusive investment opportunities and access to private equity funds managed by the industry's top specialists by relying on the expertise and select range of products developed by Groupe Crédit Agricole.