Nicolas Hubert

Provides private banking and wealth management services

Barclays Wealth-France is an active, research-oriented investment manager also using passive management for some of their portfolios. The firm invests in global equity and debt across all market caps, with the bulk of their investments in French equity. Research is shared within the parent group. The firm follows a top-down, thematic investment approach for equity. Their investment process starts with the selection of investment themes through a macro-economic analysis (e.g. population aging, emergent industrial countries, mergers & acquisitions). The firm's theme-based strategic allocation is reviewed monthly. Stocks with absolute performance potential are selected through financial analysis. Portfolio managers confirm their convictions through company visits and regular contacts with management. The resulting portfolios do not benchmark any particular index.