“We need to build our reputation, and grow”

With a strong presence in the institutional investor segment, CPR AM is now focusing on independent financial advisers, though the firm has long had connections among those professionals. To build the firm’s presence in that segment, Jean-Eric Mercier, CEO of the management firm, is planning to foreground the “boutique” side of the business and its management, and to also use products from its parent company, Amundi Group.
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