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STRATEGIC-A

Assess, build and optimise your global wealth allocation in line with your performance objectives and your risk appetite.

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"Strategic-A is a powerful service which gives you a 360° view of your wealth by asset class. Strategic-A allows you to design the best strategic asset allocation for your in line with your risk-return profile."

Sophie de La Chapelle

Sophie de La Chapelle

Global Head of Strategic Asset Allocation Advisory - UHNWI

We help design your personalised overall strategic asset allocation, whether you want to...

 

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Get a full overview of your wealth

 

By asset class whatever the bank and by asset class, associated to a quantitative & qualitative risk return diagnostics.

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Allocate appropriately a significant cash flow

 

Taking into account your current wealth allocation, objectives & preferences.

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Be supported in long-term intergenerational transmission 

With a full picture and the definition of key strategic allocation guidelines.

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Highlight and measure your wealth's major risk areas

To get a different perspective.

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Assess the impact of investment projects
 

Planned in a specific asset class on your wealth risk return-profile.

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Get proper guidance with an educational approach 

To understand asset classes key characteristic and the way they move with each other.

 

 

TAILOR-MADE ADVICE

 

Customised analysis

Strategic-A offers customised strategic asset allocation analysis.

 

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Long-term optimisation

This exclusive service aims at optimizing your global wealth allocation over the long term while helping you work towards your capital preservation goals.

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Dedicated expert teams

The strategic-A team is composed of experts based in Paris, Brussels, Luxembourg, Frankfurt and Asia to assist wherever you are located.

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OUR EXPERTISE

 

Optimal allocations

We model optimal allocations, integrating traditional asset classes as well as alternative investments (direct Real Estate, Private Equity, land, etc).

 

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Specific indicators

Our approach is associated with key indicators of performance (expected return, expected yield) and risk (expected volatility, Value at Risk, Sharpe ratio, maximum dramdown, etc). 

 

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Holistic perspective

We take into account your existing assets investments projects, as well as your constraints and objectives.
 

 

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Strategic Asset Allocation 

A critical source of portfolio performance stabilization in the long run. More than 75% of the variability of returns associated with a portfolio is determined by Strategic Asset Allocation.

 

Key steps of Strategic-A

1.        Our experts give an overview of your global wealth

…by asset class, whatever the bank or asset, including alternative assets (such as direct Real Estate, Private Equity, land…)

 

2.       We provide you with a thorough risk-return diagnosis of your wealth allocation

…based on your robust proprietary quantitative modelling

 

3.       We analyse and model potential scenarios to optimise your wealth allocation

… in order to better reflect your investor profil, specific needs and projects. 

 

Enjoy our highly-valued solution for strategic asset allocation!

Our teams take into account your objectives and needs.

 

Where to find us

Where to find us I BNP Paribas Wealth Management
MIDDLE EAST EUROPE ASIA AFRICA