By your sideAt the heart of the financial markets

We’re not here, in fact, to sell a solution first. We’re here to meet a need.
And that changes a lot of things.
When I meet a client, what I want to know is why they’ve come to see me.
Finance is often associated with a rather technical image, sometimes even one that lacks meaning.
And at Promepar, I believe we embody finance with a human face.
I do think there is genuine mutual support, a real sense of solidarity among us.
It’s a transfer of knowledge, and that’s very important.
What makes us proud today is the young talent we are recruiting into our business.
The director, on the day I spoke with him, told me:
“At Promepar, I like everyone to be a Swiss Army knife.”
We work across all asset classes.
We create momentum within the teams to find the right timing.
There is both responsiveness and discipline, with a highly structured management process.
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Promepar is an asset management and investment firm.
So, we look after our clients’ wealth, aiming for performance that is consistent over time, sustainable and easy to explain.
Initially, BRED clients need savings solutions.
These savings solutions must be adapted to their needs and life plans.
What level of risk are they willing to take with their savings?
What is their appetite for sustainable finance?
Based on this, we have a whole range of very accessible offers.
We are convinced that people in France need to take control of their retirement and their investments,
and that they need to be supported and advised.
Financial literacy remains low in France.
So I think there is real work to be done here, and Promepar will support them with that.
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The team is made up of 35 employees, 14 portfolio managers, and experts in every area of investment:
asset managers, allocators, risk controllers,
as well as people who ensure that the company runs smoothly on a day-to-day basis.
We have 30 years of experience in the markets, and that matters.
You can see it in our teams too.
It’s a profession where, I think, you need to be very curious.
People may think it’s mostly about numbers and staring at screens,
but we also need to stay informed about all the events taking place
and then understand how they may influence the real economy.
You can never get bored.
It is full of information and knowledge; we learn something new every day.
A close-knit team that lives, grows and evolves, while maintaining its strength
because it brings together a mix of experience.
When we know that clients need attention and explanations about the management we carry out on their behalf,
we are there, in both good times and bad.
We are proud to see the loyalty of our clients, which truly reflects their satisfaction.
Of course, there is also commitment, and I am proud of the commitment and work of my colleagues.
And it is also important to share our success by donating to associations
involved in knowledge-sharing and equal opportunities.
We have succeeded in deploying within Promepar not only financial analysis,
which is of course fundamental and forms the very basis of our profession,
but also extra-financial analysis, meaning environmental, social and governance criteria.
We are Promepar, by your side, at the heart of the markets.
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