Portfolio management mandates allow you to have your assets managed according to your requirements in terms of performance and security. We offer a range of management solutions, including tax-efficient investments.
We define your investment profile by discussing your expectations for return, security and your investment horizon.
Building your portfolio
We design the right portfolio for you focusing on the allocation of assets (equities, bonds, money-market products, etc), regions and sectors.
Tax efficiency criteria
Choose from our range of tax-efficient and wealth optimisation solutions (legal structures, bancassurance, etc) to suit your plans (inheritance-planning, retirement, etc).
Monitoring and adjustments
We regularly monitor your portfolio and make the necessary adjustments to reflect your objectives and projects, taking into account developments on the markets and changes in your personal situation over a long-term period.