Privalto

About Us

Why BNP Paribas?

Power of a global bank

BNP Paribas is the biggest bank in the Eurozone and the fifth biggest bank in the world*, with total assets of nearly USD 3 trillion. We have more than 165,000 employees working across 85 countries. Our clients include 14,000 corporate and institutional clients as well as 20 million retail banking customers.

* Source: Forbes 2008 Global 2000 Companies

BNP Paribas - Map of the world

Promise of a large organisation with top credit ratings

When you invest in our Funds you can be reassured that BNP Paribas has one of the highest credit ratings of all banks operating in the UK (and in fact the world). BNP Paribas benefits from a well balanced mix of revenues (across retail banking, asset management and investment banking) and has proven extremely resilient and profitable during the recent market turbulence.

 

Long-term Credit Ratings

  S&P Moody's
BNP Paribas AA Aa2
Santander AA Aa2
HSBC Bank PLC AA Aa2
Barclays AA- Aa3
Nationwide A+ Aa3
Lloyds Banking Group A A1
RBS A+ Aa3

* Source: Bloomberg, 28th January 2010

Why Privalto?

A range of dedicated structured funds for UK investment professionals

Proven track record and presence in the UK

Privalto UK is BNP Paribas' range of OEIC funds that combine the cost-efficiency and liquidity of passive investments with the transparency and alpha-generation of dynamic quantitative asset management.

Extending the limits of traditional investments, our funds allow you to better balance risk and return and increase diversification in your clients' portfolios.

Download Privalto Brochure

Peace of mind from a comprehensive offer:

1

Cost efficiency
Our fund strategies are index-based allowing for lower Annual Management Charges and no performance fee

2

Real liquidity
  • Daily dealing at NAV
  • No exit-fee
  • No bid-offer spread

3

Added-value of quantitative asset management
The Privalto funds are based on BNP Paribas cutting-edge quantitative strategies, which offer:
  • Full transparency: we disclose our quantitative asset allocation models, which allows a complete transparency (glass-box)
  • Strict risk-control: the asset allocation must follow the model and therefore can not breach the limits that are set within the model itself (full control and increased stability)
  • Alpha-generation: unlike traditional trackers that passively follow one single market, dynamic quantitative strategies can adapt to changing market conditions and generate alpha
  • Powerful diversifier: quantitative strategies show reduced correlation with traditional active strategies (no "herd mentality")

4

Easy access
  • Direct investment
  • Fund supermarket and wraps
  • Insurance platforms

5

Tax Efficient
The Privalto OEIC Funds are eligible for ISA, SIPP/SSAS, onshore/offshore bonds.

Capital gains tax (CGT) treatment applies for direct investments (for non-income distributing funds).

6

Peace of mind
UK-based OEIC Funds, fully authorised and regulated by the FSA, covered by the FSCS.

In addition the Privalto funds are backed by AAA rated G7 Government Bonds placed as collateral to minimise your counterparty exposure.