Our offers

                                                              << Opt for transparent, simple and responsible finance! >>

 

Rivoli Wealth Management by magestionprivee.com aims to accompany you in the economic and operational model that is already imposed on the various savings distribution networks.

 

Thus, our Wealth-Tech service will enable you to offer your clients a high value-added, totally discretionary, decorrelated and hand-sewn management service so that you can concentrate on your core business.

 

                                      << In terms of management, the simpler and more transparent it is for the saver, the more effective it is! >>

 

Independently of fundamental analysis, behavioural analysis (flow analysis, momentum, …) and technical analysis will optimise the market-timing in your portfolios and/or UCITS, mechanically leading to a decrease in volatility while optimising their performance.

 

You are given the means to shape portfolios in your own image, according to the expectations of your clients, without any conflict of interest (real open architecture), without “in-house products”. All investor and investor profiles are accessible. The themes, IMPACT, SRI and ESG are also available.

 

We give you access to a management system that is mainly dedicated to institutional investors so that you can regain your independence and provide “real” added value to your clients.

 

We provide, without obligation and without margin, for distributors who are concerned about referencing their savings products, a range of solutions that will enable you to respond qualitatively to your customers’ needs.

 

 

                                << Passive management is to suffer the risks, … active management is to choose the risks! >> (4 March 2020)