Stock portfolio management
Presentation
Management and fiscal accounting of stock exchange portfolios.
EXAMPLES OF PORTFOLIOS HANDLED BY PORTICEA - SURAVENIR, a life-insurance subsidiary of Crédit Mutuel de Bretagne, over 13 billion euros invested.
- SURAVENIR Assurance, an insurance of Crédit Mutuel de Bretagne.
- Société Lyonnaise de Banque (CIC Group)
- Bank de Vizille (CIC group)
- Fortis France (ex-Bank Parisienne de Crédit), for its own portfolio.
- SHELL oil company, for the retirement funds management of its employees.
- MATRA-HACHETTE, for its own portfolio.
|