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Advisory

Advisory

A comprehensive solution for Clients wishing to be guided in their investment decisions while keeping full control.

Advisory is an investment services offer aimed at helping Clients navigate increasingly complex markets. The offer is structured around two pillars: analysis and advice. Through our range, Clients get access to a trusted partner with whom to analyze and discuss all aspects of their investment objectives and decisions.

Your Relationship Manager provides you with investment proposals and ideas tailored to your needs. Depending on your requirements, your objectives and your knowledge, you determine the level of services and advice you wish to receive.

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Client
Relationship
Manager
Investment
Advisor

CLIENT
Keeps full control over investment decisions, asset allocation and portfolio construction.

RELATIONSHIP MANAGER
Remains your preferred partner in all your investment discussions.

INVESTMENT ADVISOR
Originates investment ideas and themes, responds to the Relationship Manager’s requests and offers full access to the Bank’s research.

CLIENT
Receives direct access to a team of investment specialists, while retaining full control over investment decisions and portfolio structure and construction.

RELATIONSHIP MANAGER
Coordinates interactions with Investment Advisory and remains the preferred partner in investment discussions.

INVESTMENT ADVISOR
Will perform portfolio analysis to ensure adequacy with the Bank’s views, will proactively propose investment opportunities and will be available for direct discussions on financial markets.

Client
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Relationship
Manager
Investment
Advisor

The value of investments can fall as well as rise and you may not receive back all of the original capital you invested.