In a more complex market environment, private investors and family offices are increasingly looking for solutions that can be tailored precisely to their wealth objectives.
In this interview, Maxime Gohin, Managing Partner at Capital Management France, discusses the role that structured products can play in this tailor-made approach to investment management.
Specializing in the design of structured solutions, the company works in open architecture with some thirty international banking issuers to build products tailored to the specific needs of its partners and their clients: family offices, private banks, asset managers or wealth management advisors.
In his view, one of the main advantages of structured products lies in their ability to be designed according to real specifications: investment horizon, level of risk, investment themes or even universe of underlying assets.
The approach also relies on long-term support: monitoring valuations, analyzing the secondary market and identifying market opportunities to help partners steer their allocations.
In this interview, Maxime Gohin also discusses the importance of market expertise, access to a wide range of international issuers and the central role of the human relationship, in an increasingly technological world.
He sheds light on how financial engineering can become a tool for personalizing the construction of wealth portfolios.
This article has been automatically translated using Breeze, powered by DeepL.