{"id":31246,"date":"2026-05-15T21:34:24","date_gmt":"2026-05-15T19:34:24","guid":{"rendered":"https:\/\/www.richter.ca\/?post_type=rfo&p=31246"},"modified":"2026-05-15T21:34:25","modified_gmt":"2026-05-15T19:34:25","slug":"strategie-de-placements","status":"publish","type":"rfo","link":"https:\/\/www.richter.ca\/fr\/bureau-familial\/strategie-de-placements\/","title":{"rendered":"Strat\u00e9gie de placements"},"content":{"rendered":"
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Cette s\u00e9rie vid\u00e9o explore la vision du bureau familial Richter en mati\u00e8re de gestion de placements pour les familles fortun\u00e9es dont les objectifs sont \u00e0 la fois complexes et multig\u00e9n\u00e9rationnels. Dans un \u00e9change avec Greg Moore, associ\u00e9 chez Richter, et\u00a0Anik Lanthier,\u00a0cheffe des placements\u00a0chez Richter,\u00a0ils\u00a0d\u00e9taillent\u00a0les fondements de notre approche en mati\u00e8re de construction de portefeuille.\u00a0Anik\u00a0explique comment nos \u00e9quipes \u00e9valuent l\u2019allocation d\u2019actifs, la diversification et les risques, tout en s’appuyant sur des hypoth\u00e8ses de march\u00e9 \u00e0 long terme. Le r\u00e9sultat est une d\u00e9monstration concr\u00e8te d\u2019une r\u00e9flexion rigoureuse\u00a0qui\u00a0permet de b\u00e2tir des portefeuilles r\u00e9silients peu importe les cycles \u00e9conomiques.<\/span>\u00a0<\/span><\/p>\n

La s\u00e9rie pr\u00e9sente aussi les avantages distinctifs du mod\u00e8le de bureau familial pour la gestion d\u2019un patrimoine important, notamment lorsque la souplesse, l\u2019alignement des int\u00e9r\u00eats et une vision globale sont de mise. L\u2019\u00e9change porte sur notre lecture des march\u00e9s publics et priv\u00e9s, l\u2019\u00e9quilibre entre gestion active et passive, ainsi que l\u2019int\u00e9gration des\u00a0co-investissements et des actifs alternatifs. Anik souligne \u00e9galement l\u2019importance de s\u2019appuyer sur des convictions d\u2019investissement claires et un cadre structur\u00e9 pour mieux cerner les risques, comme la concentration de portefeuille ou l\u2019effet de r\u00e9cence.<\/span>\u00a0<\/span><\/p>\n

Enfin, la discussion porte sur les grandes tendances structurelles, telles que l\u2019intelligence artificielle, en examinant tant les occasions d\u2019investissement que les risques macro\u00e9conomiques qui en d\u00e9coulent. Ces conversations offrent un portrait complet de la fa\u00e7on dont Richter \u00e9labore des strat\u00e9gies d’investissement intentionnelles en\u00a0coh\u00e9sion\u00a0avec les priorit\u00e9s des familles que nous accompagnons.<\/span>\u00a0<\/span><\/p>\n<\/div>\n\n

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Clause de non-responsabilit\u00e9<\/em><\/span><\/p>\n

Les vid\u00e9os pr\u00e9sent\u00e9es par RFO Capital\u00a0inc.\u00a0(\u00ab RFO Capital \u00bb) sont diffus\u00e9es \u00e0 des fins d’information g\u00e9n\u00e9rale et d’\u00e9ducation uniquement. Elles s’adressent exclusivement aux personnes r\u00e9sidant dans des territoires o\u00f9 leur diffusion est autoris\u00e9e par la loi.\u00a0Le contenu de ces vid\u00e9os ne constitue en aucun cas un conseil en investissement, un avis juridique ou fiscal, une recommandation, une offre de vente,\u00a0ni une sollicitation d’achat de titres ou de produits financiers. Toute\u00a0r\u00e9f\u00e9rence li\u00e9e\u00a0\u00e0 la construction de portefeuille, \u00e0 la diversification, \u00e0 l\u2019allocation d\u2019actifs\u00a0strat\u00e9gique\u00a0ou tactique \u00e0 la gestion active ou passive, aux march\u00e9s priv\u00e9s, aux\u00a0coinvestissements, \u00e0 l’investissement th\u00e9matique, \u00e0 l’intelligence artificielle (IA), \u00e0 l’or ou \u00e0 tout autre actif de diversification, constitue un commentaire d’ordre g\u00e9n\u00e9ral. Ces \u00e9l\u00e9ments ne tiennent pas compte de la situation particuli\u00e8re de chaque investisseur. Le fait de visionner une vid\u00e9o ne cr\u00e9e aucune relation de conseil avec RFO Capital. Pour obtenir des conseils adapt\u00e9s \u00e0 votre situation, veuillez communiquer avec votre gestionnaire de relations clients chez RFO ou avec votre conseiller professionnel habituel.\u00a0<\/em><\/span><\/p>\n

Certaines d\u00e9clarations peuvent \u00eatre de nature\u00a0prospective, notamment\u00a0celles relatives aux hypoth\u00e8ses \u00e0 long terme des march\u00e9s des capitaux (LTCMAs)\u00a0aux conditions\u00a0macro\u00e9conomiques,,\u00a0aux rendements attendus ou aux perspectives de march\u00e9. Ces d\u00e9clarations reposent sur des hypoth\u00e8ses \u00e9tablies \u00e0 la date de pr\u00e9sentation; elles sont modifiables sans pr\u00e9avis et les r\u00e9sultats r\u00e9els pourraient diff\u00e9rer consid\u00e9rablement des pr\u00e9visions. Le rendement pass\u00e9 ne garantit pas les r\u00e9sultats futurs.\u00a0<\/em><\/span><\/p>\n

Les renseignements fournis sont jug\u00e9s fiables au moment de leur pr\u00e9sentation,\u00a0mais leur exactitude et leur\u00a0int\u00e9gralit\u00e9\u00a0ne sont pas garanties. Les donn\u00e9es provenant de tiers, le cas \u00e9ch\u00e9ant, sont tir\u00e9es de sources consid\u00e9r\u00e9es comme\u00a0fiables; toutefois, RFO Capital ne proc\u00e8de \u00e0 aucune v\u00e9rification ind\u00e9pendante de ces informations. Les opinions exprim\u00e9es sont sujettes \u00e0\u00a0des\u00a0changements\u00a0sans pr\u00e9avis.\u00a0<\/em><\/span><\/p>\n

Le groupe du\u00a0Bureau Familial | d\u2019Affaires<\/b>\u00a0Richter\u00a0est compos\u00e9 de Richter S.E.N.C.R.L. et de sa filiale, RFO Capital\u00a0inc., laquelle est inscrite \u00e0 titre de gestionnaire de portefeuille, de gestionnaire de fonds d’investissement et de courtier sur le march\u00e9 dispens\u00e9. Richter S.E.N.C.R.L. est un cabinet ind\u00e9pendant offrant des services de bureau de gestion de patrimoine, de comptabilit\u00e9, de fiscalit\u00e9 et de conseil en gestion. Les services li\u00e9s au patrimoine, au conseil en placement, \u00e0 la gestion de portefeuille, \u00e0 la gestion de fonds d’investissement, au courtage sur le march\u00e9 dispens\u00e9 ainsi qu’\u00e0 la production de rapports consolid\u00e9s sur le patrimoine sont offerts par l’entremise de RFO Capital\u00a0inc.\u00a0<\/em><\/span><\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","rfo-category":[],"class_list":["post-31246","rfo","type-rfo","status-publish","hentry"],"acf":[],"yoast_head":"\nStrat\u00e9gie de placements - Richter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strat\u00e9gie de placements - Richter\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.richter.ca\/fr\/bureau-familial\/strategie-de-placements\/\" \/>\n<meta property=\"og:site_name\" content=\"Richter\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Richtercanada\/\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-15T19:34:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/richterca.tor1.digitaloceanspaces.com\/wp-content\/uploads\/2026\/05\/web_landing_page_image_100th_emblem_1200x630px1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@richtercanada\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.richter.ca\\\/fr\\\/bureau-familial\\\/strategie-de-placements\\\/\",\"url\":\"https:\\\/\\\/www.richter.ca\\\/fr\\\/bureau-familial\\\/strategie-de-placements\\\/\",\"name\":\"Strat\u00e9gie de placements - 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