Glossary entry

French term or phrase:

bon père de famille

English translation:

Conservative investment management

Added to glossary by Maya Jurt
Nov 26, 2001 07:50
22 yrs ago
25 viewers *
French term

bon père de famille

French to English Bus/Financial Investment / Securities Investment
This is used to describe a balanced investment mandate.

Context:

Ce mandat est celui qui pourrait être qualifié de " bon père de famille ". Les objectifs de performance et de préservation du capital sont équilibré.

Proposed translations

1 hr
Selected

Conservative investment management

This question was already asked and I still would propose conservative instment management.
Those arethe two standard term Swiss bankers use.
See below:
Term
gérer un bien en bon père de famille
Translation
to properly administer an estate/ conservative investment management




g¨¦rer un bien en bon p¨¨re de famille

management

Asker: pete
Oct 31



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Answer (chosen by Asker)
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Answerer: Juliaabc
Oct 31

Answer: to properly administer an estate

Explanation:
Often the word prudent/prudence (depending on context) is used to translate "en bon père de famille", but I would suggest the above as an alternative, and have found it at several sites, two of which I have listed below.
Good luck.

References:
www.spencerlawfirm.com/FAQs.htm
www.lhaplaw.com/estateadmin.htm



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Asker feedback
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Grade: 4



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Proposed Answers: 4

[by Nikki Scott-Despaigne] Oct 31 confidence:
manage an asset like a reasonable man

The "reasonable man" appears throughout the English system. He is the standard by which many acts are measured.

Anything which is done "en bon père de famille" means that it is done reasonably. Whilst more journalistic than the expression I have given, it boils down to the same thing and may work in your context, particularly if legal.





[by Henri] Oct 31 confidence:
to administer an estate with due diligence

gérer un bien = to administer an estate

en bon père de famille = with due diligence


References:

own glossary





[by Juliaabc] Oct 31
confidence:

to properly administer an estate

Often the word prudent/prudence (depending on context) is used to translate "en bon père de famille", but I would suggest the above as an alternative, and have found it at several sites, two of which I have listed below.
Good luck.

References:

www.spencerlawfirm.com/FAQs.htm
www.lhaplaw.com/estateadmin.htm

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The asker selected this answer as the most helpful.
Grade: 4



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Other pros opinions of this response:

agree FrAngXL
> Merci! -




[by Maya Jurt] Nov 5
confidence:

conservative investment management

Or conservative management of fortune, property, estate.


In Switzerland, the Private Bankers know this term well. They give their clients a choice between aggressive placements (with risks), diversified
investments (a basket of high-risk, low-risk and conservative investments) and
management of funds "bon père de famille": low return, but pretty safe for maintaining the funds at their level.

It implies a very conservative placements of funds availabe.


Something went wrong...
4 KudoZ points awarded for this answer. Comment: "Many thanks. I had it down as the 'wise old man' of the mandates but this sounds much better. Joanne."
7 mins

fatherly

This mandate could be considered fatherly.

of, relating to, or befitting a father <fatherly responsibilities>
2 : resembling a father (as in affection or care) <a fatherly old man>
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+2
27 mins

prudent man

This is a criteria commonly used in investing.
It's the same idea in Spanish: buen padre de familia.
Peer comment(s):

agree sujata
18 mins
agree Gillian Hargreaves (X)
44 mins
Something went wrong...
54 mins

prudent manager

The concept of the "bon père de famille" comes from civil law and does not have an exact equivalent in English. The old traditional roles are the key to understanding the concept: fathers provide a roof over a child's head, discipline and security; mothers provide love, food, and turn a house into a home.

The closest I can come up with is "prudent manager".
Something went wrong...
1 hr

blue chip

I've seen this expression used as a synonym for blue chip investments - ones for people who like a low level of risk.
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