Our comprehension of your main investment challenges1
We understand that your legacy is more than just financial assets; it's about the values, traditions, and aspirations you wish to pass down through generations.
Our dedicated family office investment services are designed to help you build and preserve wealth while aligning with your family's unique goals and vision.
We recognize that each family office has distinct needs and objectives, which is why we offer a variety of partnership options tailored to suit your specific requirements.
Our flexible approach allows you to choose the level of engagement that best aligns with your family's investment philosophy and goals.
Whether you prefer a collaborative model where we work alongside your existing experts, or a fully integrated partnership where we manage your investments and provide comprehensive financial planning, we are committed to delivering value at every stage.
Our team can also assist with bespoke investment strategies, access to exclusive opportunities, and ongoing support to ensure that your family's wealth is managed effectively.
We offer a unique platform to outsource your investments and your operational complexity, supporting you building a resilient legacy that stands the test of time.
1.Views are those of Amundi and are subject to change. Information given for illustrative purposes only.
This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act. This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”). Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested. There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi. This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.