Assisted management of your portfolio
Assisted management: investing with our expertise
You have access to the best of both worlds. You keep control over your investments while enjoying the expertise of your portfolio manager, whenever you desire. She/He develops a placement strategy in line with your objectives, expectations and desires. She/He advices you, signals opportunities matching your strategy, and warns you when the time has come to update your portfolio.
Investing walks hand-in-hand with tranquillity
You would like to decide how to constitute your portfolio serenely. You benefit from our wise advice for the detailed management of your portfolio.
Invest alone with our active recommendations
You follow the financial news and prefer to keep decision-making powers. In the meantime, your portfolio manager advises you and steers you towards the best investment opportunities.
Invest based on ad hoc advice
You actively manage your investments and make all the decisions. To do this, you enjoy personalised advice in line with your wishes and expectations.
Invest in a Private Placement Life Insurance
With an investment insurance, you invest in an insurance policy. This placement solution comes with its specific taxation and possible additional revenue.