Investment Advisory

Make the most of advices from financial market specialists

If you are available to manage your assets, Investment Advisory helps you make the most of the expertise of our financial market specialists.

The Advisory Management Services

You maintain a special relationship with your Wealth Advisor who monitors the management of your portfolio, guides you in your choices and turns the bank’s global strategy into concrete actions. Your Wealth Advisor calls on the services of teams of financial experts to offer you:

• regular monitoring of your portfolio
• personalised recommendations for the best investment and arbitration opportunities
• a dynamic and innovative relationship.

A complementary service is provided: The Active Advisory

Where necessary, a direct access to a Senior Investment Advisor on a trading floor is provided to you in order to benefit from personalised advice and implement operations in all types of financial instruments.

Globally, opting for Investment Advisory means benefiting from an innovative approach by investment sections

Opting for investment advisory allows you to benefit from an innovative approach by investment pockets...

... and for a precise management process which is monitored over time.