{"id":1398,"date":"2018-01-12T00:00:00","date_gmt":"2018-01-12T00:00:00","guid":{"rendered":"https:\/\/wan-avocats.com\/precisions-quant-a-la-responsabilite-du-gerant-de-portefeuille-financier\/"},"modified":"2026-06-26T08:56:12","modified_gmt":"2026-06-26T08:56:12","slug":"precisions-quant-a-la-responsabilite-du-gerant-de-portefeuille-financier","status":"publish","type":"post","link":"https:\/\/wan-avocats.com\/en\/precisions-quant-a-la-responsabilite-du-gerant-de-portefeuille-financier\/","title":{"rendered":"Pr\u00e9cisions quant \u00e0 la responsabilit\u00e9 du g\u00e9rant de portefeuille financier"},"content":{"rendered":"<p>Dans le cas d\u2019esp\u00e8ce, une soci\u00e9t\u00e9 a confi\u00e9 \u00e0 un g\u00e9rant de portefeuilles un mandat de gestion portant sur une somme d\u2019argent. Selon le mandat, l\u2019objectif \u00e9tait \u00ab<i>d\u2019obtenir la valorisation du capital confi\u00e9 sans prendre de risque<\/i>\u00bb, selon une gestion prudente et en vue de l\u2019obtention d\u2019une performance r\u00e9guli\u00e8re. De plus, l\u2019offre de gestion pr\u00e9conisait un \u00ab<i>profil prudent investi \u00e0 100 % en obligations convertibles de bonne qualit\u00e9<\/i>\u00bb. Cependant, le g\u00e9rant de portefeuille a investi pour le compte de sa cliente une partie des fonds confi\u00e9s par cette derni\u00e8re dans des obligations \u00e9mises par l\u2019\u00c9tat grec<\/p>\n<p>Par la suite, la cliente a r\u00e9sili\u00e9 le mandat apr\u00e8s avoir c\u00e9d\u00e9 les obligations grecques et constat\u00e9 une moins-value qu\u2019elle estimait avoir \u00e9t\u00e9 caus\u00e9e par le g\u00e9rant de portefeuille qu\u2019elle a, \u00e0 ce titre, assign\u00e9 en r\u00e9paration de son pr\u00e9judice. Les juges du fond ont fait droit \u00e0 sa demande<\/p>\n<p>Suite au pourvoi form\u00e9 par le g\u00e9rant de portefeuille, la Cour de cassation a ainsi pu rappeler que \u00ab<i>le pr\u00e9judice caus\u00e9 par le non-respect d\u2019un mandat de gestion est constitu\u00e9 par les pertes financi\u00e8res n\u00e9es des investissements faits en d\u00e9passement du mandat, ind\u00e9pendamment de la valorisation \u00e9ventuelle des autres fonds investis et de l\u2019\u00e9volution globale du reste du portefeuille g\u00e9r\u00e9 conform\u00e9ment au mandat<\/i>\u00bb<\/p>\n<p>Autrement dit, le pr\u00e9judice correspond donc \u00e0 la moins-value de cession, c\u2019est-\u00e0-dire la diff\u00e9rence entre le prix de souscription ou d\u2019achat des titres et leur prix de revente, mais \u00e9galement, par la d\u00e9pr\u00e9ciation de ces titres<\/p>","protected":false},"excerpt":{"rendered":"<p>Com. 6 d\u00e9c. 2017, F-P+B+I, n\u00b0 16-23.99<\/p>","protected":false},"author":1,"featured_media":275,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_angie_page":false,"page_builder":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[1],"tags":[],"annee":[18],"expertise":[34],"class_list":["post-1398","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-le-cabinet","annee-18","expertise-banque-finance-paiement"],"acf":[],"_links":{"self":[{"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/posts\/1398","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/comments?post=1398"}],"version-history":[{"count":1,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/posts\/1398\/revisions"}],"predecessor-version":[{"id":1884,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/posts\/1398\/revisions\/1884"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/media\/275"}],"wp:attachment":[{"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/media?parent=1398"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/categories?post=1398"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/tags?post=1398"},{"taxonomy":"annee","embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/annee?post=1398"},{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/wan-avocats.com\/en\/wp-json\/wp\/v2\/expertise?post=1398"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}