Preparing for retirement
Private equity investment cycles, which generally last between 8 and 10 years, correspond to retirement planning horizons. This long-term approach helps to structure and develop retirement capital with a view to sustainable wealth management.

An asset class aligned with the long term of retirement
Over the long term, private equity has historically outperformed public markets, in exchange for a longer investment horizon and reduced liquidity.
This performance is based on active support for unlisted companies and value creation that is uncorrelated with market fluctuations.
As part of retirement planning, it thus serves as a complementary performance driver to traditional assets, supporting a long-term wealth management strategy.
Private equity provides structural diversification within an investment portfolio by offering exposure to private companies, various sectors, and diverse geographic regions. This diversification helps make the portfolio more robust and resilient, particularly in the face of economic cycles.
Beyond its financial characteristics, private equity enables direct investment in the real economy by financing business development and supporting long-term growth. This transparency in the use of capital meets investors’ growing expectations regarding clarity, understanding of investments, and economic impact.
Our use cases
Why include private equity in a retirement strategy?
- Align capital accumulation with a long-term retirement horizon
- Accessing differentiated performance potential within the allocation
- Strengthen asset diversification through uncorrelated exposure
- Directing part of savings toward the real economy
- Structure and professionalize the long-term development of assets
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By your side to support your customers.

The Funds are reserved for professional clients (within the meaning of MiFID II) and clients with the capacity to invest €100,000, subject to the suitability of their needs with the product and the investment period.
This communication should not be construed as investment advice, a personalized recommendation, or an offer or solicitation to invest. It is not sufficient on its own to make an investment decision. Before making any final investment decision, please contact your advisor and refer to the fund rules and key information document (KID).
Eligibility for tax regimes depends in particular on the product's compliance with certain investment rules, the length of time you hold your units, and your individual circumstances.
