A portfolio approach for your investments (Priority Banking Exclusive service)
Priority Banking Exclusive offers you proactive expertise for your portfolio
Your advisor actively monitors your investment portfolio according to your financial situation, knowledge, experience and goals.
Benefit from a personalised approach for all your investments
Regular reviews, personalised investment recommendations, and the most comprehensive range of offers on the market are the basis of our approach.
Take advantage of Priority Banking Exclusive with a simple call
To enjoy your Priority Banking Exclusive services, products and benefits, call us on 02 433 41 53.
An advisor and experts dedicated to your investments
Priority Banking Exclusive client, you benefit from the expertise of your personal advisor. This person is specialised in investments and is supported by a large network of experts:
- at regular meetings, you will consider together which adjustments to make to your portfolio;
- he/she will provide you with investment proposals that perfectly match your financial situation and your goals, as well as your knowledge and experience in this area;
- you access to the most comprehensive range of investments on the market.
A specific tool for making good investment decisions
With Priority Banking Exclusive, you have access to Portfolio Advice: a unique solution that helps you choose the best investment channels. You will continue making your own investment decisions, in the knowledge that you can rely on a powerful investment tool at any time you choose.
Discover the services offered by our investment tool below.
You receive your portfolio analysis report every three months. For instance, it enables you to identify whether a risk is too high or a discrepancy too great compared to the reference portfolio. If needed your advisor will explore with you whether it is appropriate to modify your current portfolio.
Is the risk tied to your portfolio becoming too great for your investor profile? You receive a notification if this is the case. At your request, your advisor and our network of experts will then direct you towards the appropriate solutions to modify your portfolio
Are your investments about to mature? You are immediately updated with reinvestment solutions which fit perfectly with your current portfolio and according to your financial situation, knowledge, experience and goals.
Already a Priority Banking customer?
To find out more about Priority Banking Exclusive, contact your advisor.
The entire Priority Banking Exclusive opportunity
A preferential approach to inheritance, a preferential approach to pensions, a leasing solution, a premium service to manage your money, discounts and more besides... Priority Banking Exclusive is much more than a portfolio approach for your investments.