Personalised investment advice: we recommend, you decide
Investment advice: a personalised approach
We constantly monitor your portfolio and offer interesting investment opportunities. We consider your objectives, desires and expectations.
You invest based on pro-active advice
You actively manage your investment and take every decision wisely. You enjoy personalised and proactive advice in line with your wishes and expectations.
Investment advisers: benefit from the expertise of our specialists
Your Private Banker regularly contact you to assess the evolution of your portfolio. If necessary, they advise you on its optimisation.
Are you considering buying or selling? You can also inform your Private Banker of your intention before deciding. Your Private Banker is also there to offer useful investment information pro-actively or upon your request.
You have a global and up-to-date overview of your investments
If you choose to benefit from our investment advice service, we shall closely monitor your portfolio using a tight risk management methodology. A constant diagnosis follows several markers and, as soon as once is activated, you are warned to react knowingly.
You receive an overall and updated report of your portfolio regularly. You can also monitor its evolution on a daily basis via the Easy Banking Web.
Assisted portfolio management
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.
Delegated portfolio management
You would like to entrust the management of your assets to specialists. Our experts manage your portfolio in full compliance with your directives. You do not worry about anything.