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WEALTH

Management

“The Digital platform for Investment Professionals”

OUR “WealthTech” SERVICE IS DEDICATED TO FUND MANAGERS, PRIVATE BANKS, INSTITUTIONALS, CIFs, FAMILY OFFICES, BROKERS, COMPANIES and HOLDINGS.

A unique “premium” offering for your portfolios and funds integrating market behavioural bias, momentum and technical analysis.

<< We help wealth managers combine human expertise and technology to generate ideas and performance >>

Wealth management

INCREASE YOUR VALUE-ADDED

Your portfolios in tangible assets with 100% visibility visibility for your clients as well as efficient diversification diversification, decorrelation and RISK analysis RISK analysis. (Benchmarked with reporting)

Real Time Technical Signals

Buying and selling of over 100,000 stocks, bonds, mutual funds + non-traded funds and bonds, decorrelation funds, structured products.

DIFFERENTIATED MANAGEMENT

Mandate, Certificate, UCI, FAS, FID and FIC for FIAs, Family Offices and Private Banks.

ELIGIBILITY

As a complete open architecture platform, we provide access to all market solutions across all asset classes and savings contracts.

Our assistance

Subscriptions

Choose between our 2 subscriptions PRO’s and Experts according to your needs and expectations.

Open architecture

More than 50 Algorithms analysing 24 hours a day over 100,000 Assets worldwide for all types of Asset Management and Savings Products.

Real-time notification

You receive our real-time buy/sell notifications on all asset classes by mixing styles «Top-Down» et «Bottom-Up».

A "Delegated Management" option is available!

For Consulting Professionals who wish to concentrate on their consulting missions. (Customised study on the implementation of UCIs, Certificates, Mandates, FAS, FID or FIC with your or our Partners).

An optional "Products" Marketplace!

The best products of the market without white label are at your disposal with a possible transferability of your portfolios.

Commissioning

100% of the retro-commissions received from our partners are passed on to you!

Hotline

Trading room” hotline with our team of specialists available from 8.45 am to 6.45 pm.

Concierge service

An innovative approach to “inter-professional” customer service with an “Expert” to answer all your needs and problems.
Contact by e-mail and telephone.

Transactional "Pan-European"

A team of experts in Transactional and M&A to accompany the Heads of Companies and your Clients from the SME to the Small-Midcap

Clients for you!

Access to the Forum of our Savers’ Community (magestionprivee.com). Rivoli-WM connects you with Savers at no extra cost!

Why us ?

"The Marriage of Technology and People"

Rivoli WM provides a real “trading room” and a “back/middle” to all the distribution networks of savings and advisory professionals. The aim is to provide them with unrivalled market depth and thus benefit from a desk of fundamental, financial and technical research analysts on more than 32,000 UCITS and more than 100,000 international assets.

Rivoli WM is a technology that uses more than 50 algorithms. They take into account optimal timing management in order to take a new upward or downward movement and thus optimise the entry and exit points in the portfolio. This leads to a mechanical decrease in portfolio volatility and a better Alpha for a better “absolute performance”. The end result is to be able to offer “real” added value to your clients with 100% open-architecture and differentiating management.

Already 236 M€ of assets benefit from our services!

Our Team

Experts at your service

Olivier Wagnon
Senior advisor / Founder
Marie-Claire TREANTON
Partnerships Director Europe
Jean François Cruciani
Senior Advisor "M&A Strategy"
Maurizio DAVI
"Chief economist & Corporate Advisor"
Isabelle Baillot
Compliance & Ethics
Director of Finance and Administration
Alexandre Bennat
CTO

Our ecosystem

They testify

  • We were very satisfied with the actual back test on the Management offer and we are discussing internally to build with you a first dedicated UCITS (Undertaking for Collective Investment in Transferable Securities) for our clients.

    M. Stéphane F
    President of a CGP Group, LYON
  • A decision support offer for our Dedicated Funds. TOP!

    M. Fréderic G
    Family OFFICE in Geneva, SWISS
  • A neutral and objective view of management. As a bonus, a nice transition of my business model.

    M. Christophe C
    Cabinet J, TOULOUSE
  • Our Office was looking for a simple and efficient outsourced solution for our GP branch. After having been reassured about the confidentiality of our client files, the Real Test in delegated management with the Luxembourg FAS, we were largely satisfied with the efficiency and professionalism of the team.
    satisfied with the efficiency and professionalism of the team.

    Mme Cathy S
    Notary, Paris

Asset management (Live)

ALPHA EQUITY 100 (SRRI 5 – Volatility 12,24%)
Performance 2022 : – 2,01% (29/04/2022)

Extra-financial data

Environment

Social

Governance

ESG

36,50%

40,71%

44,49%

39,36%

ALPHA MONEY 80/20 (SRRI 3 – Volatility 5,81%)
Performance 2022 : +1,48% (29/04/2022)
ALPHA MONEY 90/10  (SRRI 3 – Volatility 5,59%)
Performance 2022 : +2,05% (29/04/2022)

Our financial articles