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AUGERE PATRIMONIUM

Listed assets

Your listed investments, read line by line: what they weigh, what they cost you, what a fall would make you lose.

IWhat the system structures

  • Your exposure, class by class, and its share of your declared wealth. See →
  • The fees you actually pay, in euros a year rather than as a percentage. See →
  • An indicative exposure range at your risk level, a marker and never an instrument. See →
  • What you would lose in euros if markets fell by 10, 20 or 30%, against your emergency savings. See →
  • A comparison between your current fees and a fixed price. See →

IIWhat your professional carries out

  • Your bank or broker places the orders you decide on.
  • We place no orders and move no funds. An account is read only through a source you submit, read-only: your money stays with your bank, broker or platform.
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