Financial Advisory Service

The Financial Advisory service entails signature of a mandate and definition of a risk profile.

 

Within the scope of its mandate, the Bank supports clients in a proactive and professional manner in their investment decisions, supporting them in the construction of a portfolio which satisfies their financial needs in respect of their appetite for risk. The Advisory service constantly monitors the portfolio so as to guarantee coherence between objectives and investment limits.

 

 

Instruments and services offered:

  • Preparation of investment proposals.

  • Maintenance of an investment universe which covers the various asset classes (shares, bonds, FX, commodities, alternatives), with various instruments (securities, funds, structured products) capable of satisfying all the client’s requirements.

  • On-going monitoring of the client’s investments, to optimise the risk/yield profile of the portfolio and to guarantee respect of agreed investment objectives and risk limits.

To contact the Group’s investments service: