CHOLET DUPONT ASSET MANAGEMENT

Explore Our Financial Services

The Cholet Dupont Oudart group offers a cohesive range of regulated financial services, each delivered by a specialised entity operating under the appropriate regulatory authorisation. Whether you are an individual investor seeking portfolio management, a family looking for comprehensive wealth planning, or an institution requiring brokerage and insurance intermediation, the group is structured to address your needs with precision and accountability. All services are subject to French law, AMF supervision, and where applicable ACPR oversight. The following sections outline the principal service areas available through the group's entities.

Asset Management Services

• Discretionary Portfolio Management

• Fund Selection and Allocation

• Risk Monitoring and Reporting

Wealth and Patrimony Advisory

• Financial Investment Advice (CIF)

• Insurance Intermediation

• Real Estate Transaction Advisory