Investment Advice

Your private banker helps you to manage your investment portfolio, taking into account your risk/return profile and your priorities and values.

What is Investment Advice?

Investment Advice is a service whereby your private banker actively helps you to manage your investment portfolio as part of a comprehensive approach to your wealth.


  • Personalised: Your private banker personally supports you in managing your investment portfolio;
  • Made to measure: Your private banker can offer the Investment Advice package best suited to the amounts allocated and your personal objectives.
  • Professional: You can draw on the considerable investment expertise of our teams; this allows you to make your decisions in full knowledge of all the facts.


Investment risks

By their nature, investments have a speculative side; there are risks involved in the uncertainties of financial markets and products – and of the stocks and/or issuers underlying them.

The investment service contracts entered into by BNP Paribas Fortis Private Banking generally only commit it to a best-efforts obligation.



More information about investment risks


 More detailed information about this service

Our Investment Advice service forms part of a comprehensive approach to your wealth.

  • Your private banker first prepares an analysis of your investments and then makes proposals aimed at optimising your portfolio.
  • From this moment on, you are regularly kept informed of BNP Paribas Fortis Private Banking's investment strategy. Your private banker contacts you to suggest possible changes to your portfolio in accordance with new market conditions or from a perspective of increased diversification, if you are interested. When attractive investment opportunities arise, you receive information on the individual investment instruments that match your investment strategy.
  • Your private banker regularly goes through your portfolio with you and comments on its returns, your risk profile and possible transactions so you can follow developments of your investments with complete transparency.
  • You also have a direct and secured access to your portfolio via PC banking.
  • In all circumstances you retain complete control of buy and sell decisions.

Investing requires a huge amount of time and an intensive analysis of a large number of economic parameters, financial markets, regions and economic sectors, as well as knowledge of a very extensive range of individual funds, shares, bonds, structured products etc.

Bearing this in mind, we make it possible for you to benefit from the expertise of many local specialists who help your manager in each field of investment. The BNP Paribas Group's international experts also place their professional knowledge at the service of your investment strategy.

The BNP Paribas Group offers the one of the widest ranges of funds in Europe. In particular, we offer you our own range of Parvest Funds, reserved for our Private Banking clients, as well as specific structured products.

Your private banker is also at your disposal for individual recommendations on stocks and bonds or for assessments of your own investment ideas.

Capital protection is not necessarily linked to a particular investment. Investors can be faced with the risk of capital losses in their portfolios, the bankruptcy of one or more financial instrument issuers, underperforming investment schemes or unfavourable macroeconomic trends.



Contact our private bankers for information and customised simulations



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