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WEALTH
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 >>
Choose between our 2 subscriptions PRO’s and Experts according to your needs and expectations.
More than 50 Algorithms analysing 24 hours a day over 100,000 Assets worldwide for all types of Asset Management and Savings Products.
You receive our real-time buy/sell notifications on all asset classes by mixing styles «Top-Down» et «Bottom-Up».
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).
The best products of the market without white label are at your disposal with a possible transferability of your portfolios.
100% of the retro-commissions received from our partners are passed on to you!
Trading room” hotline with our team of specialists available from 8.45 am to 6.45 pm.
An innovative approach to “inter-professional” customer service with an “Expert” to answer all your needs and problems.
Contact by e-mail and telephone.
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
Access to the Forum of our Savers’ Community (magestionprivee.com). Rivoli-WM connects you with Savers at no extra cost!
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.
Extra-financial data
Environment | Social | Governance | ESG |
36,50% | 40,71% | 44,49% | 39,36% |