Advisory management
Advisory management is the investment advice and intermediation service dedicated to our clients who wish to get involved in the management of their financial assets.
Together, we define and execute personalized investment strategies to meet your most complex investment requirements and risk/return objectives.
Our investment advisory team provides proactive and responsive advice, executes orders in a professional and personalized manner and monitors investments over time to enable investors to create, manage and monitor their portfolios with optimum efficiency.
We focus on identifying promising investment themes and select the most suitable vehicles for our clients to benefit from them.
We offer investment and hedging solutions adapted to all asset classes :
- Shares & ETFs
- Bonds
- Internal and External Funds
- Currencies & Commodities
- Structured Products through dedicated arrangements
Advisory management will perfectly answer your needs if you wish to be fully involved in the management of your financial assets portfolio and benefit from the expertise of our teams before each transaction or in the management and monitoring of your investments; it is a real partnership that we build together.
