Discretionary mandates
Management company authorised by the AMF, signatory of the UN Principles for Responsible Investment.
Four profiles covering most private-wealth needs. The management framework — risk profile, universe, constraints and currency — is settled with you.
A detailed description of this profile — target exposure, universe and constraints — is still to be written: our reference documents do not set it out.
As at 29 May 2026
A detailed description of this profile — target exposure, universe and constraints — is still to be written: our reference documents do not set it out.
As at 29 May 2026
A detailed description of this profile — target exposure, universe and constraints — is still to be written: our reference documents do not set it out.
As at 29 May 2026
A detailed description of this profile — target exposure, universe and constraints — is still to be written: our reference documents do not set it out.
As at 29 May 2026
Past performance is not a guide to future performance. Risk of capital loss. Figures net of transaction costs and gross of all other fees — management, administration, custody — I share classes or single share classes in euros. Source: Finaltis SAS. These figures do not predict those of any individual mandate, whose management framework is settled with the adviser.
Finaltis funds, third-party thematic funds and direct private-wealth holdings, weighted according to the profile chosen.
A tailored portfolio
Companies, not tickers: we select businesses whose model, governance and ability to create value over time we understand.
Our four management convictions.
Volatility does not measure the real risk to the investor.
What is safe in the short term is risky in the long term… and the other way round.
Company earnings and share prices: weakly correlated in the short term, strongly correlated in the long term.
We look for damaged share prices, never damaged companies.
Investing is like buying a farm that will give you good milk and good eggs.
Five areas of expertise, all classified SFDR 8 and with daily liquidity. Three at the core of a portfolio, two for diversification.
Portfolio core
Global equities, profitable digital hypergrowth
Portfolio core
Global equities, investment grade equity
Portfolio core
European equities, investment grade equity
Diversification
Low-volatility euro zone equities
Diversification
Global equities, responsible gold miners
LSEG Lipper Funds Award 2025 France: Finaltis Funds Gold USD, ranked first over five years in the Gold & Precious Metals category for the third consecutive year. Figures net of all fees — management, administration, custody — I share classes or single share classes in euros. Source: Finaltis SAS. Past performance is not a guide to future performance.
Profile, horizon, constraints and format of delegation.
We support you with the insurer and the custodian.
Real-time access, monthly management committee and reports.
Support across the whole delegation process, in two formats.
FID / FIC
Delegation from €125,000. Eleven management approvals with insurers.
The French PEA included
Nine partner custodians in France, Luxembourg, Monaco and Switzerland.
The portfolio you entrust to us, at any time.
At your disposal.
Finaltis has managed dedicated internal funds since May 2017. Lists as at June 2026.
Your management contacts for mandates.
Denis BeaudoinChairman
Chief Investment Officer
Bruno BernsteinChief Executive Officer
Chief Investment Officer, Equities
Hamdi GabteniPortfolio Manager, dedicated mandatesOne conversation is enough to scope a first case: profile, horizon, constraints and format of delegation.
This page is promotional and non-contractual, and is reserved for professional investors within the meaning of MiFID. It constitutes neither an investment proposal, nor an offer of services or products, nor a solicitation to buy or sell securities. Discretionary mandate management may operate on over-the-counter markets and trade volatile, and therefore risky, instruments; it entails a risk of capital loss and offers no guarantee that capital will be returned, no guarantee of minimum performance and no assurance that the stated objectives will be met. Counterparty default risk cannot be ruled out. Past performance is not a guide to future performance. If you are not a professional investor, we invite you to contact your usual financial intermediary and to refrain from reading this page. Finaltis SAS, a portfolio management company authorised by the Autorité des marchés financiers.