A highly tailored
approach
Our values
For almost thirty years, IRIS Finance has employed a tailor-made approach to private wealth management, creating investment solutions designed specifically to protect and grow your capital. We have earned our clients’ trust over the years by leveraging the talents of our fund managers and building on our dual expertise – discretionary and pooled asset management. Our solutions also draw from our innovation capabilities, the strength of our convictions and our extensive experience of capital markets. Finally, the values we uphold, based on proximity, transparency, confidentiality, and independence, set the high standards our clients have always expected of us.
Our know-how
The quality of our support implies a perfect knowledge of your expectations, your constraints and your projects. You can then count on the skill and experience of our asset managers to design tailor-made investment solutions. Answers that reflect their convictions and match your own ambitions.
PRIVATE WEALTH MANAGEMENT
Our bespoke investment strategies are designed to meet your specific needs and are therefore built to suit your own criteria and parameters. We determine the most suitable investment style by analysing multiple factors: the nature of your wealth and potential complexities, your investment horizon, sensitivity to risk, tax treatment and legal implications… Your own projects, exclusion criteria and individual constraints are also key elements that are factored in before we issue our recommendations.
When choosing the type of vehicle and investment universe, we prefer to rely on open architecture systems. Stock selection is conducted on a totally independent basis after an in-depth analysis aimed at assessing the value, reliability and naturally, the upside potential of each investment. Seeking the best balance between risk and performance is a constant priority. The independence of our group and the absence of any outside influence guarantee the impartiality of our investment convictions.
ASSET MANAGEMENT
IRIS Finance has established very close relations with institutional investors. While we focus predominantly on equity and bond investments, our skills in multi-asset and traditional multi-management are also widely recognised.
Today, the company runs two FCP funds – IRIS Europe and IRIS Avenir – addressing the needs of our retail and institutional clients. IRIS Finance also manages life-assurance contracts either as a sub-advisor to insurance companies or in the context of arbitrage mandates.
Our history
Founded in 1994, IRIS Finance is the oldest subsidiary of the IRIS Finance International Group. Taken over in 2004, the mid-sized firm, which had remained on a human scale, was recognised for the quality of its wealth management expertise and services. Ten years later, la Compagnie Financière Genevoise 1855, specialised in high-net worth wealth management, joined the group. With IRIS Finance and its new partner sharing similar values and approaches, the deal naturally strengthened the holding’s purpose: to serve a demanding international client base and design bespoke investment solutions. In 2017, the integration of Chahine Capital – the pioneering quantitative manager, and in 2019 of Createrra – also recognised for its wealth management expertise, established once and for all the know-how, style and philosophy that now set the group apart. IRIS Finance Monaco is created in 2022, followed by the acquisition of Dynasty Asset Management in 2023.
30
years of track record
1
dedicated team with specialists in retail and asset management
10
partnerships with French, Luxembourg and Swiss insurance companies