Investment Plans for Every Stage of Life
Whether you are just beginning to set aside savings or are a seasoned investor seeking sophisticated portfolio strategies, Amundi offers a plan designed to meet you where you are. Our three core subscription tiers differ in the level of guidance, access to exclusive funds, and personalisation available to each client. All plans are accessible through your usual advisor — whether a bank, insurer, or independent financial planner. Charges and minimum investment thresholds vary by plan; please consult your advisor for jurisdiction-specific details.
Essentiel
No minimum fee
Ideal for first-time investors and individuals looking to build a savings habit with simple, transparent products and basic digital guidance.
- Access to core diversified funds
- Online account management portal
- Monthly market newsletter
- Standard ESG fund selection
- Customer support via email and chat
Avantage
From €10,000 invested
Designed for investors with a medium-term horizon who want a more personalised allocation and access to a broader fund universe including thematic and responsible investment funds.
- Everything in Essentiel
- Personalised risk profile assessment
- Access to thematic and ESG-focused funds
- Quarterly portfolio review report
- Dedicated advisor coordination
- Retirement planning simulation tool
Prestige
From €100,000 invested
Built for high-net-worth individuals and experienced investors seeking institutional-quality strategies, bespoke portfolio construction, and priority access to Amundi's research and expertise.
- Everything in Avantage
- Bespoke portfolio construction
- Access to alternative and private asset strategies
- Priority access to Amundi research and strategy calls
- Dedicated relationship manager
- Annual in-depth financial planning session