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Our service offer: Asset management |
Focus on the asset management service offer:
- Advice mandate / Management mandate:
Optimization of the investment strategy inline with the pre-defined risk profile, within the boundaries of a proactive management.
Discretionary and advisory management.
- Portfolio analysis:
Analysis of your current portfolio, optimization advice and risk evaluation.
- Portfolio allocation advice:
Structuring of your asset and risk allocation according to your constraints and objectives.
- Choice of depositary banks:
Choice of one of your banks or one of our partner banks.
- Product range:
All type of financial products under the open architecture system, access to the best products of each investment class:
Risk-hedging structures.
Tailor-made product structuring.
Capital guaranteed products.
- Reporting:
Monthly performance and allocation report.
Consolidated report twice a year.
Sending or holding of the account statements.
Online visualization of all accounts.
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Service offer desciption
real estate services