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Advisory Management
We advise, you decide
You benefit from investment advice provided by professionals, while remaining in control of your decisions
Expertise
A financial expert will personally take care of you and will be your preferred contact for any financial advice
Bespoke
You benefit from a personalised service adapted to your situation, your investment objectives, your risk tolerance threshold and your expectations
Strategy Review
Our experts can assess the investment strategy you have implemented so far
Proactive
Your portfolio manager will provide proactive advice on a regular basis
Flexibility
You determine how often you wish to be contacted by your portfolio manager and how you wish to be contacted
What is an advisory management mandate?
You want to invest in the financial markets while remaining in control of your decisions, but you have neither the time nor the best financial information to analyse all the opportunities offered by the markets.
By signing an advisory management mandate, you receive personalised investment recommendations from a team of professionals. But first we determine with you what your goals, investment horizon, amount you wish to invest and risk profile are. Our experts then help you build and manage your investment portfolio.
A mandate adapted to your financial goals and circumstances.
We work together to determine your investor profile in order to be able to provide you with the advice best suited to your objectives, profile and financial situation. To do this, we take into account several factors, including:
- expected investment duration,
- the level of risk you are prepared to take,
- the potential performance that you expect from your initial investment,
- your sustainability preferences.
Choosing the investments best suited to your strategy.
An investment expert contacts you regularly with recommendations tailored to your needs. Thanks to his/her expertise and knowledge, he/she can advise you on the products on the market best aligned with your strategy or detect any discrepancies between your choice of strategy and your portfolio.
Risk management.
Having a team of experts at your side enables you to control your risk. Your manager can react rapidly to macroeconomic developments in particular and provide you with recommendations so that you can manage your risk and your desired return.
All investments involve risks such as the risk of loss of capital, market risk, interest rate risk, credit risk and liquidity risk. Your level of exposure to these risks is determined and communicated to you when you define your investor profile.
High-end services
Rates and Terms & Conditions
All rates and terms and conditions of our mandates are available on request.
Please contact your Private Banker directly for any other information you may require or send us an email.
Documentation
My Money
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