Our solutions

Our portfolio management expertise is centred on asset allocation, active securities and fund management, with strict risk control.

Our funds perfectly showcase our skills and expertise, drawing on all our available talent with the aim of achieving sustainable performance.

Our fund range is deliberately focused: we made the clear decision to offer our clients a selection of funds where we can make a difference and provide them with real added value generated by our expertise.

Learn more about our funds

We offer you the option of entrusting us with the management of your securities portfolio (stocks, bonds, SICAV open-ended mutual funds, FCP mutual funds, etc.) under a clearly defined mandate tailored naturally to your personal objectives (investment period, target returns, level of risk, etc.) and the structure of your financial assets, thanks to a wide range of solutions at your disposal.

Our investment solutions are available in securities accounts, PEAs (personal equity plans) and SME-oriented PEAs. We invest in securities and funds alike. We lean towards securities primarily in the European region.

We also build investment solutions in a life insurance contract format, under French law (e.g. Prépar Vie, BRED’s insurance company) or Luxembourg law, by putting together asset allocations with varying risk-reward profiles.

Understanding and listening to our clients are our top priorities. By commenting and explaining our results and the decisions taken, we build a strong, solid and lasting relationship with our clients.

With the advisory management service of Promepar Asset Management, you benefit from personalized support provided by a dedicated advisory portfolio manager. Fully integrated at the heart of our asset management company, they have direct access to our internal and external expertise, enabling them to offer investment solutions tailored to your objectives (investment horizon, risk profile, etc.) and to your overall wealth strategy.

We advise you on a broad range of asset classes: equities, bonds, open-architecture funds, and structured products. The latter effectively complement traditional portfolios by providing solutions adapted to market conditions and to your specific objectives.

This service is designed for all types of investors, from beginners seeking guidance to experienced professionals. You remain in control of your decisions thanks to our educational approach, in which every advantage and drawback of the proposed investments is presented clearly. We work according to a key principle: “We discuss, we advise, you decide.”

We have developed extensive expertise in defining tailor-made investment solutions for institutional investors, corporates, family offices and non-profits.

From the moment we begin our relationship, we help you define the most appropriate strategy and financial instruments to meet your expectations in terms of performance target and level of risk.

There are several regulatory, legal and/or technical steps in launching a bespoke mandate or dedicated fund. Drawing on our many years of experience, we put together a team of employees dedicated to implementing your chosen investment solution.

When we use the term “bespoke” or “tailor-made”, we are not simply referring to our strategy alone: it also applies to how we communicate with you. We provide you with a series of reports produced specifically to meet your needs (transparent portfolio management, TPT reports, calculation of market SCR, etc.). We also tailor our communication to the type and frequency of meetings/contacts you wish to have with our portfolio management teams.

At Promepar Asset Management, private debt is positioned as a complementary component of our offering, dedicated to the direct financing of unlisted companies. Through our first vehicle, BRED Dette Privée, launched in early 2024, we focus on secured senior private debt, with the ambition of delivering an attractive yield compared with other fixed-income asset classes.

Our approach is based on a rigorous selection of unlisted companies—primarily French SMEs and mid-caps—and on financing structured under strict conditions. Deal origination comes mainly from BRED, giving us privileged access to a deep and diversified deal flow, while allowing a dual perspective on each transaction. Investment selection and portfolio construction are carried out independently by Promepar AM.

Aimed at professional investors with a long-term investment horizon, senior private debt provides a diversification driver within a global allocation. Transparency and support remain at the core of our approach, through regular reporting and ongoing dialogue with our portfolio management teams.