Investment portfolio advice
For investors who make their own investment decisions. On the basis of an individualised investment strategy, you will receive tailored investment recommendations on a recurring basis.
Your investments under the guidance of specialists
- Investment advice tailored to your investment objectives, preferences and risk profile
- Access to a network of qualified professionals. Your personal manager, together with your investment adviser, will provide you with investment recommendations that suit your situation
- Joint and regular review of your portfolio to optimise its performance.
The client controls every investment decision
- You decide to accept of reject our investment proposals. We look for as many alternatives as necessary, with no limits whatsoever
- Agile operations, whether online, over the phone or through your account manager
- Access to the best funds and boutique managers through an open-architecture approach
Investment instruments
Investment vehicles
If you are an investor or represent an institution with your own needs, we offer you the group’s capabilities to advise and plan your investment strategy by creating specific investment vehicles tailored to your expectations and specificities.
We set up, administer, hold custody of and manage the vehicle.
Discretionary portfolio management
For clients who want to delegate their investments to specialists. Based on an individualised investment strategy, we manage your assets in accordance with your mandate.
Your investments delegated to specialists
- We manage your assets in a personalised way, controlling the level of risk and your return expectations
- Access to a team of expert investment managers and our global team of specialists
- Investment in the best funds and boutique managers through an open-architecture approach
Continuous information on your investments
- Your portfolio manager gives you regular updates on the performance of your portfolio and the investments you have made
- Continuous and comprehensive monitoring of your portfolio to ensure your investment policy and objectives are followed.
- Possibility to update your investment restrictions and limits based on market developments
Order execution service
For advanced investors who make their own investment decisions and require investment ideas, operational agility, a broad product universe and appropriate costs.
We act as intermediaries in the reception and transmission of orders to facilitate our clients’ access to all types of assets, investments and markets. We provide our clients with tools and services adapted to their needs: operations online, over the phone or through their manager.
Our service is based on quality, transparency and the core principles of investor protection.
- Telephone platform for the execution of buy and sell orders.
- Quick, convenient and efficient service.
- Updated information on markets at any time
- Instant execution of orders through the routing service.
- Personalized service
- Online banking service for performing your transactions.
- Allows you to keep track of your movements and transactions, with detailed information on your assets and investments
- Contracting service with direct access to our brokers.
- Exclusivity for sophisticated investors with high volumes and frequency of trading
Access to all types of assets, investments and markets.
Agile operations online, over the phone, via manager or desk
Access to our Research blog and investment ideas
Asset planning
Investors who, due to their complexity, require a professional external adviser for all of their assets with a global vision on assets of different kinds.
Access to our Research blog and investment ideas
Agile operations online, over the phone or via manager
Extensive and flexible universe of assets and funds
Individualised plan for meetings and wealth and tax advisory.
Custody service in the financial centres in which the Group has a presence
