We manage your investment portfolio for you
We manage your investments according to your objectives and expectations
Delicated management? We manage your investment portfolio in a personalised manner, using a rigorous risk management approach as required by our specialists’ strategy and recommendations.
You are constantly kept informed of the progress of your investment portfolio
Your Private Banker or portfolio manager keeps you regularly updated on the progress of your investments. And of course, you can always follow up your investments online when you desire.
Find out more about our global, personalised approach for your investments?
Do you have a question about our approach or a specific request? Make an appointment in a Private Banking Centre or contact your Private Banker/Wealth Manager at your best convenience. We're there for you!
A mandate for the management of your investment portfolio
Investing serenely? Entrust the management of your investments to our specialists. They will analyze your financial situation, investment objectives, knowledge and experience. Our methodology is based on strict risk management and a global investment strategy.
This service is exclusively available to our Private Bank customers with a portfolio of at least one million euros.
Real-time supervision of your investments
Your portfolio is in good hands. Moreover, you can monitor the evolution of your portfolio on the Easy Banking Web in real time. Every three months, you receive a detailed report on the evolution your investments. If you wish, your Private Banker or Wealth Manager will be delighted to explain the statement in details.
A global and specific expertise, for you
Discover our offer of sustainable investments
Sustainable investment is in our DNA. Our offer responds to your every single wish and expectation. Would you like to invest with a potentially interesting return while exerting your positive influence on ecological, social impacts and good governance issues?
Investments to develop your professional assets
We offer to companies and entrepreneurs a wide range of investments, in particular sustainable, with potentially attractive returns. They are a key lever for the development of your professional and private assets, as well as a solution for tax optimisation purposes.
A team of advisers to guide you
In your Private Bank, you benefit from a wide range of key competences to help you make the right decisions. A Private Banker or Wealth Manager and their assistants, your single point of contact. An Estate Planner to safeguard your assets. A Credits Expert to optimize your assets through personalised financing solutions. An Insurance Expert dedicated to all your protection needs.