Manage your wealth with peace of mind
Manage your wealth with peace of mind
How do we offer you a top-notch selection ?
A rigorous, transparent and established selection process
Build your portfolio with confidence and identify opportunities
Access a high value-added ecosystem, with transparent and actionable recommendations
A QUALITATIVE METHODOLOGY
We have our own methodology dedicated to the Equities asset class.
To build a recommendation, we take into account the potential upside, the risk and the extra-financial rating
A RIGOROUS SELECTION
We combine a thematic approach with sector integration and apply the most relevant valuation techniques for each company and each industry to pick the best stocks for our selection.
Our analysts are independent and provide impartial views by drawing on reports received from partners and multiple peer comparisons, etc.
ACTIONABLE RECOMMENDATIONS
Our recommendations can easily be integrated into your portfolio management:
-Buy/Hold/Sell
-Target price
-Risk
-Investment case
-Sustainable rating
Receive relevant and updated research on each investment recommendation
Desknote
A source of value-added content to enhance your knowledge of each stock.
ESG analysis
Our analysis integrates extra-financial criteria in order to assess the environmental, social and governance impact of the investments we recommend.
Equity research
An investment case for each stock in our selection.
Exclusive services
IPO offer, BNP Paribas Exane research
*Environmental, Social, Governance
**A sustainability factsheet is produced by BNP Paribas Wealth Management's Responsible Investment experts for investment funds, on request. This one-page document presents, in a concise manner, the detailed analysis of the extra-financial framework of a product rated in clovers as well as the score obtained as a result of the analysis conducted by BNP Paribas Wealth Management. For example, the factsheet briefly presents the analysis of the management company’s responsibility, the fund's ESG framework, the management company’s voting policy and engagement practices, the fund’s social and environmental impact, etc. The Clover evaluation methodology is BNP Paribas Wealth Management’s internal and proprietary methodology, which was created to allow clients to compare, in a quick and easy way, the responsibility level of financial products recommended by BNP Paribas Wealth Management, whether ‘responsible’ or not. This methodology makes it possible to analyse financial products in every asset class through a consistent and objective approach with dedicated criteria to reflect the specificities of each asset class. A score is attributed to each financial product analysed, between 0 and 10 clovers, 10 being the highest level of responsibility.