Natixis Private Wealth is a personalized, end-to-end wealth management program designed exclusively for investment professionals serving ultra-high net worth clients.
The service is powered by deep analytics and supported by experienced portfolio consultants. Customized portfolio solutions are wide-ranging and supported by an innovative technology portal featuring in-depth advisor dashboards for efficient client account management.
NATIXIS PORTFOLIO CLARITY®
|Specialized consultants provide objective analysis using sophisticated analytical tools to identify risk factors, drivers of return and sources of diversification to help explain historical results as well as position portfolios effectively for the future.|
We believe long-term, substantive and mutually beneficial partnerships are the key to success.
- Perform one-on-one portfolio and investment consultations as part of a high-touch, personalized client experience
- Provide a framework for analyzing and evaluating investment decision-making and corresponding impact, helping to inform and guide future decisions
- Measure portfolio alignment with investment objectives and expectations, seeking to guard against the unexpected
- Test the portfolio under various macro-economic and financial market scenarios to understand range and likelihood of potential outcomes
- Offer a set of empirically sound solutions to address specific needs or concerns
ACTIVE INDEX ADVISORS®
|Pioneers in index-based separate account solutions, bringing an active approach to passive investing.|
We provide high-touch, uniquely customized solutions tailored to the exacting needs of clients who work directly with our dedicated service team.
- Tailoring index-based portfolios to each client’s unique situation delivers benefits beyond index performance
- Solutions seek to maximize after-tax return and/or align investments with personal values or investment objectives
- Strategy suite includes:
- Tax-managed, traditional index-based accounts
- Sustainable and responsible investing solutions
- Managed ETF portfolios
- Enhanced indexing
- Factor Tilt and Smart Beta portfolios
MANAGED PORTFOLIO ADVISORS®
|Specialized investment team centrally coordinates, executes, and monitors portfolios in real time – the investment discipline known as Integrated Portfolio Implementation®.|
The key to execution is the flexibility to adapt our process to clients’ needs and constraints rather than forcing them to conform to a rigid overlay routine.
- An investment advisor focused solely on the optimal real-time execution of investment plans
- Provides customizable, open-architecture implementation and overlay solutions
- Coordinated trading
- Adaptive portfolio implementation
- Fixed income
- Specialized capabilities:
- Active tax overlay
- Custom rebalancing
- Transition management
Natixis Advisors, L.P. does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decisions.
Natixis Advisors, L.P. provides advisory services through its divisions Active Index Advisors® and Managed Portfolio Advisors®. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, L.P. Natixis Advisors, L.P. provides analysis and consulting services to investment professionals through its Portfolio Research and Consulting Group.