Neuflize Private Assets

Customized mandates for large private investors and institutionals

For investors seeking a tailor made approach in investing we offer customized portfolios that are based upon the client's: 

- Investment objectives
- Risk aversion / appetite
- Investment horizon
- Specific requirements


We work closely together to design a personalized portfolio including:

- Choice of benchmark
- Targeted risk level (volatility) 
- Currency (USD, Euro)
- Geographic focus (US, Europe, blend)

We provide a transparent and personalized monthly reporting and periodic follow up through face to face meetings and/or conf calls. This service is specifically aimed at wealthy investors and their family offices as well as instutional clients.

As an example we were contacted by a wealthy entrepreneur who had recently sold his company and was seeking to diversify his investments. During several meetings we established together the investment objectives and the kind of risks he was willing to take. A portfolio was put in place investing in US and European equities, based upon our investment philosophy but taking into account the client's specific needs and desires. The mandate was booked in a location indicated by the client with the active management of the portfolio delegated to Neuflize Private Assets.  

Please contact us directly to explore the opportunities for developing a customized mandate.