Investment Management Solutions

Cholet Dupont Asset Management structures its services to meet the distinct needs of private investors, affluent clients, and institutional mandates. Each level of service is built on the same regulatory rigour and investment discipline, with scope adapted to portfolio size and client complexity. All services are subject to a formal suitability assessment and are governed by French law and AMF regulations.

Essential Portfolio

From €50,000 AUM

Designed for individual investors beginning their structured investment journey, this mandate provides access to diversified, professionally managed portfolios aligned with a defined risk profile.

  • Initial suitability and risk profile assessment
  • Discretionary mandate with defined investment universe
  • Quarterly portfolio reporting
  • Access to regulated French and European funds
  • Annual review meeting with your portfolio manager

Premium Mandate

From €250,000 AUM

Tailored for clients seeking a more personalised approach, this mandate offers a broader investment universe and closer advisory engagement with senior portfolio managers.

  • Comprehensive financial and tax situation analysis
  • Customised allocation across equities, bonds and alternative assets
  • Monthly detailed performance and risk reporting
  • Dedicated senior portfolio manager assigned
  • Semi-annual in-person strategy review sessions

Institutional & High-Net-Worth

From €1,000,000 AUM

Conceived for institutional investors and high-net-worth individuals requiring a fully bespoke mandate, this service offers the full depth of the Cholet Dupont Oudart group's expertise.

  • Fully bespoke investment policy statement
  • Multi-asset, multi-strategy discretionary management
  • Real-time portfolio monitoring and risk dashboards
  • Consolidated group reporting across all entities
  • Direct access to investment committee and decision-makers