OFI Patrimoine is OFI AM's wealth management entity. This team of ten experienced professionals aims to develop optimised financial management solutions for its individual investor client base within the context of an overall wealth management approach.

Investment Philosophy

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A collaborative and consensual approach to financial management and client relations. Opportunistic stock-picking style, relying on traditional tools (e.g. securities accounts, equity savings plans, dedicated life assurance) under direct management mandate or through investments in shares or units of UCITS.

Investment process with upstream integration of investment objectives and horizon in accordance with the family, tax and financial situation of investors and their future plans.

Management Report

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Excellent results were achieved in 2006, in performance terms both for mandates and products under management, as well as for net inflows. The average size of portfolios under management was €300,000.
In 2007, new efforts will be made to raise the portion of assets under direct management.