Generali Patrimoine refines its offer

The financial offer for the Himalia contract from the insurance company Generali is changing. Financial intermediaries will now have access to a growth fund, launched in 2020, by the Italian insurance company. The investment strategy for this fund is based on a dynamic asset allocation with integration of ESG criteria. The fund offers a partial capital guarantee of up to 80% with a term of 8 to 30 years.

Eight new custom leads

Available from one million euros or 500,000 euros – with the implementation of programmed free payments – the Himalia Patrimoine contract includes a form of free administration and personal management. Until now, personal management has allowed savers to choose between 21 orientations. Today, the Italian insurer offers eight new orientations, including three managed by La Financière de l’Echiquier, two by Lazard Frères Gestion and three managed by the management company Rothschild & Co Asset Management Europe. Each personal management orientation is available from 300,000 euros.

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