Your intention
Would you like to delegate, review an existing relationship or simply understand the possibilities?
Diez de Cambournac · Investment management
Asset management.
Who should manage your assets?
Want to delegate portfolio management or review your current arrangements? Charles checks whether an introduction to an asset manager is possible. The manager explains the mandate, fees and responsibilities.
Is this pathway for you?
- I have just sold my business and want to discuss what comes next.
- I would like to delegate the management of my assets.
- I want to review the reporting and relationship with my manager.
Read the frequently asked questions ↓ · Understand the steps
Discuss asset management with Charles
AI assistant · Diez de Cambournac
A conversation to move forward.
Explore this pathway with our assistant, then discuss your project with Charles.
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Prepare a useful conversation
What to prepare
for your conversation.
These questions help prepare the discussion. They are not an eligibility decision or an automated assessment.
The scope
Which assets would be involved, and would they be available for a potential mandate? Details will be considered within an appropriate framework.
Your priorities
What do you expect from the management, reporting and relationship with your contact?
The timetable
Is there a deadline or an upcoming decision you want to prepare for?
A pathway for your needs
From the first question
to a clear next step.
Clarify your request
Charles gathers the general context, expectations and points you would like to explore.
Check whether an introduction is possible
The scope of the service, access criteria and Charles's role are confirmed before any introduction.
Speak with the asset manager
The professional assesses the case and explains their role, terms and potential next steps. You decide whether to proceed.
Each party's role
Who does what?
Diez de Cambournac and Charles
Diez de Cambournac is the initial point of contact. Charles acts within the contracts and authorisations actually applicable, explaining his role as a collaborator or business introducer before the introduction.
The professional concerned
The proposed asset manager is identified before any introduction. Available services, admission criteria and the terms of the mandate must be confirmed directly. No asset manager's endorsement of this page is claimed.
Diez de Cambournac does not manage assets or recommend portfolios. Personalised financial analysis and any acceptance decision are the responsibility of the competent professional.
Frequently asked questions
Does an introduction mean I must entrust my assets to someone?
No. An initial conversation allows your request to be considered. Any mandate is a separate decision, subject to terms agreed with the professional.
What minimum amount and countries are accepted?
These criteria must be confirmed with the asset manager for the proposed service. No unverified threshold or geographical coverage is stated here.
How can I choose an asset manager?
Compare the scope of the mandate, permitted instruments, approach to defining risk, frequency of discussions and termination terms. Ask who makes decisions and where the assets are held. The manager must assess your situation; Charles arranges the introduction without recommending a portfolio.
What fees should I ask about before signing a mandate?
Ask for a written breakdown of management, custody and transaction fees, product costs and any performance fees. Compare the total cost and included services, rather than just a quoted rate. The professional explains the fees applicable to their offering.
What is the difference between an asset manager and a private bank?
Asset management refers to portfolio management. A private bank may offer a range of banking and wealth services, including management, depending on its offering. The roles can therefore overlap. Clarify who manages the assets, who holds them and who provides each service.
Do I need to know which mandate I want?
No. You can start by explaining what you would like to delegate or change in your current relationship. The manager then explains the services and mandates they can offer.
Does your project involve several countries? Explore the international pathways.
Useful reading
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