ADVISORY SERVICES

We provide exclusive advisory services to decision markers, supporting them with investment ideas, advice and guidance but the client retains ultimate investment control across segregated portfolios, funds, structured products and derivatives

Even for an active and informed investor, it can be an invaluable aid to be able to rely on expert personalised advice, especially in a complex and ever-changing environment.

Our team of experience professionals provide active investment management and advice across traditional and non-traditional assets.

With Managed Advisory, you are the sole master of your investment decisions, while benefiting from a direct relationship with a dedicated, responsive and proactive adviser.

Key advantages of Managed Advisory:

Quick action:

thanks to a continuous monitoring of the market and regular follow-up on your portfolio, your adviser alerts you to the best investment opportunities and informs you on the risks involved.

An in-depth understanding of the stakes:

your adviser is always available to discuss your choices, providing clear and detailed information.

Support over time:

your adviser will help you to build a portfolio consistent with your long-term strategy.

Our guarantee of the proper execution of your decisions:

Our clients benefit from our global network of investment professionals and resources to make a coherent investment strategy