Wealth Management & Alternative Investments
Rooted in multigenerational
family legacy.
More Than Asset Management
Rooted in a multigenerational family legacy dating back to the 1940s, Fondation Privee Poncelet was originally established as a private trust. Today, the beneficiary has transformed it into a modern financial entity.
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Poncelet Wealth Management defines bespoke client-specific asset and wealth management. Our private fund; Poncelet L.P. is mandated by our proprietary institutional strategies, investing with a global macro lens and asymmetrical tactical capital deployment.
Tracking the Data that Impacts Global Markets.
Defining Markets by Staying Ahead.
Macro Outlooks to allow you to see market direction clearly. Always have the plan for your asset management. Systemize your market research.
Study the simultaneous tightening of monetary policy coupled with the consumers inability to continue absorbing price hikes and how it can pinpoint investment opportunities.​
Rebalance and Synergize Your Portfolio
Follow Our Research
Our weekly CIO Intelligence Reports allow you to understand the portfolios you create and guides you on rebalancing your portfolio when tides shift.
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Research to Command
Know what you own.
Our portfolios are built by systems that allow you to identify the optimal risk asset portfolios to own at any given time with a 12-24 month holding period.
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Global Market Opportunities
We don't look at one indicator or company. We build global portfolios for a global world and look at all assets to formulate a macro outlook that outperforms.
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Volatility Intelligence Protocols
Identify liquidity events within and throughout capital markets. don't just look for returns, Look for alpha survival with upside.
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Achieve Your Objectives
Income, Long-Term Capital Gains, Tactical Positioning, Strategic Portfolios, Enhanced Due Diligence, Capital Market Outlooks, Keep up with the markets, without a 1% AUM Fee.
Asset Management For Good
Take advantage of all asset classes, build your financial objectives and goals. Further diversify your risk.
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Control capital with institutional proprietary insights and asset management strategies.
Over 20 Years of Experience in Asset Management.
Sharpen Your Edge.
Enhance Your Portfolio.