Becoming client

Rouvier Associés offers access to both private and institutional portfolio management.

Rouvier Associés offers all the necessary tools for both an institutional and a private portfolio management.

Who takes care of me?

Each client, should he or she be private or institutional, is in direct contact with a decision-maker. He thus has access to all our competences and can set his own wealth situation against our management strategy.

How do we proceed?

Each of our clients is being offered a personalized service:

• Private clients may open an equity account at our custodian CM-CIC Securities or a life insurance contract with AXA or La Mondiale
• Institutional clients may open equity accounts at CM-CIC Securities
• They can also directly subscribe to our funds from any bank, insurance or brokerage platform

How am I informed?

All our direct clients receive a monthly detailed report on their account and on our fund management. Our goal there is to provide as much transparency as possible. Our funds' data are updated on our website.

What is Rouvier Associés' legal status?

Rouvier Associés is a French asset management company (authorisation No. GP-90-95 of 07/27/90) regulated by the financial markets' authority AMF (Autorité des Marchés Financiers).

Rouvier Valeurs and Rouvier Europe are approved by the FINMA for commercialization in Switzerland.