Our Advisory Management service forms part of a comprehensive approach to your wealth.
- Your advisory manager 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 portfolio manager contacts you to suggest possible changes to your portfolio based on new market conditions or from the 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 manager regularly goes through your portfolio with you and comments on its returns, your risk profile and possible transactions so you can follow developments in your investments in 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.