Skip to Main Content
Contact

Wealth Management

Our financial management

Our expertise

At Lazard Frères Gestion, we believe that each client is unique.

 

The first step in our relationship is to understand your personal situation, your goals, and your constraints. Together, we develop a tailored wealth management strategy that meets your aspirations.

 

Lazard Frères Gestion offers you comprehensive, long-term support, taking into account financial, legal, and tax developments, in line with your projects.

 

Our objective is to build a relationship of trust, providing you with the peace of mind necessary to focus on what truly matters to you.

Preserve your purchasing power

Inflation, the progression of real household income, and taxation erode purchasing power. It is therefore necessary to invest in assets that are certainly volatile but perform well over the long term to preserve it.

Our clients appreciate that Lazard Frères Gestion combines tailor-made solutions, conviction, and performance.”

Frédéric Buzaré

Managing Director, Head of Wealth Management Investments

Our investment process

  • Evaluating assets, a determining factor in performance

    The value and price of a financial asset are two distinct things. Value is determined by expected return. Price is the result of supply and demand. Financial valuation allows us to distinguish between value and price.

  • Selecting the best companies

    We seek companies that create sustainable value. This selection requires rigorous financial and strategic analysis.
 A deliberate diversification across geographies and asset classes.


  • Measure, control, and manage risk

    There is no such thing as a high-performing investment without risk-taking. Conscious diversification helps to cushion price fluctuations and seize opportunities.

  • Invest with discipline

    We remain unaffected by trends and favor proven solutions. We ensure the consistency of our methods while striving to optimize them.

Shaping your wealth

Our listed investment universe

EquitiesWe rigorously select companies capable of generating long-term value while remaining attentive to their valuation.

Fixed IncomeWe carefully evaluate the quality of issuers and issues in order to deploy complementary strategies.

Alternative managementThis approach cushions market fluctuations and allows you to seize growth opportunities while benefiting from controlled volatility.

Structured productsWe implement a conservative and transparent approach with counterparties and underlying assets validated by our risk committee.

Our vision of sustainable investment

Read more

Our 10 pillars of good investment

Match your needs, your objectives, and your investment horizon with our expertise and our convictions.

Understand and explain your investments.

Focus on assets that create proven and sustainable value.

Assess and integrate macroeconomic and specific risks.

Conduct asset valuation by determining intrinsic value with realistic assumptions

Diversify your investments by combining convictions.

Resist market trends and various psychological biases.

Evolve, knowing how to question your investment theses when necessary.

Project ahead, always think long-term and decide accordingly.

Proceed without ever doing for you what we would not do for ourselves.

Holding structures

Lazard Frères Gestion offers different asset holding vehicles, meeting various wealth management needs:

The securities account allows investment in a wide range of financial products (stocks, bonds, collective investment schemes, structured products, Private Equity). The taxation on capital gains and dividends follows the general tax regime for investment income. Securities accounts are held with Lazard Frères Banque in France or with partners in Luxembourg, Belgium, and Switzerland.

The Equity Savings Plan (PEA) and PEA-SME allow investment in listed or unlisted European stocks, with certain tax advantages.

Life insurance is a capitalization vehicle that offers advantages in terms of wealth transfer. We select leading partners in France and Luxembourg for individuals and legal entities.

We create and manage wealth funds adapted to clients' investment objectives. These funds enable tailored capitalization management held by different holders and structures.

Our key contacts

Investment Director – Wealth Management

Frederic Buzaré

Investment Director – Wealth Management
Deputy Head of Investments – Wealth Management

Claire Gautron

Deputy Head of Investments – Wealth Management

Research & Insights

Discover our articles
Japan: From 'Lost Decades' to a 'Recovery Decade'? Economy & Markets
Economy & Markets

Japan: From 'Lost Decades' to a 'Recovery Decade'?

Since trade tensions eased in April 2025, the Japanese stock market has been experiencing strong momentum. The Topix has repeatedly surpassed its all-time high since the summer, currently trading around 3,300 points after a low of 2,243 points on April 7.

Lazard Frères Gestion 21 Nov 2025
United States: When Banks Only Lend to Financial Institutions Economy & Markets
Economy & Markets

United States: When Banks Only Lend to Financial Institutions

The Federal Reserve publishes weekly data on loans issued by banking institutions. The credit boom between 2020 and 2022 gave way to a contraction at the end of 2023, which is generally a negative signal for the US economy.

Lazard Frères Gestion 09 Oct 2025
Investment grade bonds: supportive technicals Economy & Markets
Economy & Markets

Investment grade bonds: supportive technicals

The euro investment grade primary market has been particularly upbeat so far this year. Excluding financial institutions and property companies, year-to-date gross corporate issuance at the end of March stood at €97 billion, according to Barclays data.

Lazard Frères Gestion 03 Apr 2025