Individually Managed Account

Our disciplined yet flexible investment process adapts to changing market environments to construct and manage portfolios aligned with our clients’ long-term wealth goals.

For nearly 24 years, within the most prestigious financial institutions, the IVO Capital Partners team has been managing mandates on behalf of third parties.
Individuals & legal entities, Family Offices, wealth management advisors, they have chosen IVO Capital Partners to invest in the bond market and enhance their wealth.

Our Philosophy

We deliver active and bespoke investment management, built around our deep expertise in international credit.

Active management is a key driver for seizing market inefficiencies, navigating economic cycles, and identifying opportunities across regions, sectors, and debt structures (senior, subordinated, hybrid, CLOs, etc.).

Operating directly in the markets, our portfolio managers seek to identify and capitalize on underlying trends and market reversals.

The investment team combines deep expertise in bond markets with a disciplined selection process designed to deliver strong yield from high-quality issuers.

Our Commitments

Our fully customized portfolios are built to address each investor’s specific goals, including capital appreciation, capital preservation, wealth transfer, and regular income.
Unbound by conventional constraints or dogma, our investment approach is driven by independent thinking and disciplined analysis.
Education and transparency: we prioritize consistent, proactive communication to provide our investors with clarity, insight, and a full understanding of our investment rationale.
Alignment of interests and accessibility: by staying closely engaged with our clients and partners, we ensure that shared goals form the foundation of enduring, trust-driven relationships.
Conviction and sustainability: our allocation process embeds sustainability criteria, enabling the creation of resilient, responsible portfolios designed for long-term value generation.

A Global Network of Trusted Partners

Our Individually Managed Account plaform is supported by a network of respected financial partners in France, Switzerland, Luxembourg, and other strategic markets. Custodian banks, insurers, distribution platforms, and market infrastructures are selected with rigor to deliver optimal security, transparency, and execution.